+1,085.7%
DELL vs TPR
+239.8%
+845.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +14.9% | -2.3% | +17.2% | +15.8% |
| 30D | +13.3% | -23.0% | +36.2% | +22.4% |
| 3M | +24.4% | -12.5% | +36.9% | +27.8% |
| 6M | +258.0% | -21.4% | +279.4% | +280.3% |
| YTD | +320.2% | -3.5% | +323.7% | +309.7% |
| 1Y | +319.1% | +17.4% | +301.7% | +275.9% |
| 3Y | +706.5% | +291.3% | +415.3% | +349.4% |
| All | +1,085.7% | +239.8% | +845.9% | +558.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling