+4,782.6%
DELL vs TRI
+190.7%
+4,591.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.1% | +0.8% |
| 7D | +8.7% | -8.4% | +17.1% | +11.5% |
| 30D | +16.9% | -6.5% | +23.4% | +18.6% |
| 3M | +40.4% | +18.6% | +21.9% | +27.0% |
| 6M | +267.1% | -10.4% | +277.5% | +270.1% |
| YTD | +329.1% | -23.7% | +352.8% | +362.1% |
| 1Y | +346.9% | -42.5% | +389.4% | +454.0% |
| 3Y | +696.6% | -19.3% | +715.9% | +701.4% |
| 5Y | +1,106.2% | -9.7% | +1,115.8% | +1,019.5% |
| 10Y | +4,177.7% | +194.4% | +3,983.3% | +2,492.3% |
| All | +4,782.6% | +190.7% | +4,591.9% | +2,857.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling