+1,029.0%
DELL vs U
-29.6%
+1,058.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.2% | -12.4% | -7.9% |
| 7D | +4.9% | +2.6% | +2.3% | +4.4% |
| 30D | -32.1% | +27.6% | -59.6% | -34.7% |
| 3M | -30.2% | +15.3% | -45.6% | -32.0% |
| 6M | +41.7% | +96.4% | -54.7% | +28.2% |
| YTD | +176.6% | +19.6% | +157.0% | +162.8% |
| 1Y | +159.9% | +42.1% | +117.8% | +141.1% |
| 3Y | +388.0% | +87.5% | +300.4% | +314.8% |
| 5Y | +578.2% | -73.1% | +651.3% | +521.7% |
| All | +1,029.0% | -29.6% | +1,058.6% | +868.2% |
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