+4,681.2%
DELL vs V
+398.7%
+4,282.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.1% |
| 7D | +14.9% | -1.7% | +16.6% | +16.3% |
| 30D | +13.3% | +2.0% | +11.3% | +11.8% |
| 3M | +24.4% | +17.4% | +7.0% | +11.3% |
| 6M | +258.0% | +17.5% | +240.5% | +216.9% |
| YTD | +320.2% | +7.6% | +312.6% | +293.8% |
| 1Y | +319.1% | +7.7% | +311.3% | +290.6% |
| 3Y | +706.5% | +54.7% | +651.9% | +488.3% |
| 5Y | +1,071.9% | +73.0% | +998.9% | +681.3% |
| 10Y | +4,683.5% | +390.9% | +4,292.6% | +1,581.3% |
| All | +4,681.2% | +398.7% | +4,282.5% | +1,559.5% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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