+1,012.7%
DELL vs TRV
+157.5%
+855.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.9% | -5.5% |
| 7D | -1.9% | -1.5% | -0.4% | -1.6% |
| 30D | +14.9% | -1.8% | +16.7% | +15.3% |
| 3M | +37.2% | +21.6% | +15.6% | +30.4% |
| 6M | +254.0% | +22.5% | +231.5% | +234.9% |
| YTD | +306.1% | +28.1% | +278.0% | +279.0% |
| 1Y | +312.3% | +37.0% | +275.2% | +276.1% |
| 3Y | +654.0% | +141.9% | +512.1% | +439.2% |
| All | +1,012.7% | +157.5% | +855.2% | +671.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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