+2,876.0%
DELL vs USB
+82.2%
+2,793.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +17.1% | +1.2% | +15.9% | +16.5% |
| 30D | -35.1% | +6.3% | -41.4% | -36.9% |
| 3M | -23.3% | -6.1% | -17.2% | -21.1% |
| 6M | +55.8% | +13.0% | +42.8% | +47.2% |
| YTD | +198.0% | +16.6% | +181.4% | +176.4% |
| 1Y | +166.6% | +31.1% | +135.4% | +134.7% |
| 3Y | +427.6% | +100.9% | +326.7% | +280.4% |
| 5Y | +630.6% | +24.5% | +606.1% | +535.8% |
| All | +2,876.0% | +82.2% | +2,793.7% | +2,096.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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