+1,145.9%
DELL vs TXG
-62.8%
+1,208.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.3% | +8.6% | +11.4% |
| 7D | +8.2% | +9.5% | -1.2% | +6.6% |
| 30D | +17.1% | +18.8% | -1.7% | +13.6% |
| 3M | +45.2% | +136.1% | -91.0% | +24.8% |
| 6M | +286.8% | +235.2% | +51.5% | +210.7% |
| YTD | +354.8% | +320.5% | +34.2% | +250.6% |
| 1Y | +358.3% | +425.2% | -66.9% | +236.8% |
| 3Y | +724.9% | +42.9% | +682.0% | +583.4% |
| All | +1,145.9% | -62.8% | +1,208.7% | +933.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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