+4,521.4%
DELL vs UUUU
+456.3%
+4,065.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.3% | +1.0% | -4.5% |
| 7D | -1.9% | -5.0% | +3.1% | -1.2% |
| 30D | +14.9% | -7.8% | +22.7% | +16.0% |
| 3M | +37.2% | -0.4% | +37.7% | +37.0% |
| 6M | +254.0% | -32.9% | +286.9% | +267.9% |
| YTD | +306.1% | -6.3% | +312.4% | +295.6% |
| 1Y | +312.3% | +7.9% | +304.4% | +284.8% |
| 3Y | +654.0% | +85.2% | +568.8% | +520.5% |
| 5Y | +1,055.3% | +97.0% | +958.4% | +801.8% |
| 10Y | +3,948.9% | +492.6% | +3,456.3% | +2,290.9% |
| All | +4,521.4% | +456.3% | +4,065.1% | +2,625.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling