+995.8%
DELL vs U
-32.9%
+1,028.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -3.2% |
| 7D | -18.1% | +24.4% | -42.5% | -21.0% |
| 30D | -42.9% | +7.4% | -50.2% | -43.7% |
| 3M | -26.9% | +16.8% | -43.7% | -28.8% |
| 6M | +28.8% | +78.8% | -50.0% | +18.1% |
| YTD | +168.4% | +14.0% | +154.5% | +156.9% |
| 1Y | +136.8% | +16.7% | +120.1% | +125.7% |
| 3Y | +375.3% | +86.4% | +289.0% | +305.1% |
| 5Y | +551.0% | -71.5% | +622.5% | +498.1% |
| All | +995.8% | -32.9% | +1,028.6% | +846.5% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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