+4,062.5%
DELL vs TPR
+305.2%
+3,757.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.7% | +5.6% | +2.9% |
| 7D | +25.6% | -3.4% | +29.0% | +26.8% |
| 30D | +17.7% | -27.3% | +45.0% | +27.9% |
| 3M | +33.4% | -16.2% | +49.7% | +38.5% |
| 6M | +266.2% | -17.9% | +284.1% | +280.9% |
| YTD | +328.0% | -7.1% | +335.1% | +326.0% |
| 1Y | +339.6% | +13.6% | +326.0% | +309.3% |
| 3Y | +694.6% | +293.7% | +400.9% | +403.9% |
| 5Y | +1,122.0% | +239.1% | +882.9% | +686.8% |
| 10Y | +4,062.5% | +311.2% | +3,751.3% | +2,200.1% |
| All | +4,062.5% | +305.2% | +3,757.2% | +2,200.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TPR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling