+2,954.5%
DELL vs V
+462.4%
+2,492.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.6% |
| 7D | -18.1% | +0.6% | -18.7% | -18.4% |
| 30D | -42.9% | +9.7% | -52.6% | -46.3% |
| 3M | -26.9% | +17.3% | -44.2% | -34.0% |
| 6M | +28.8% | +33.2% | -4.4% | +5.7% |
| YTD | +168.4% | +21.3% | +147.1% | +132.4% |
| 1Y | +136.8% | +27.3% | +109.5% | +98.0% |
| 3Y | +375.3% | +76.1% | +299.3% | +218.9% |
| 5Y | +551.0% | +103.5% | +447.6% | +292.4% |
| 10Y | +2,566.3% | +454.5% | +2,111.8% | +764.4% |
| All | +2,954.5% | +462.4% | +2,492.0% | +879.4% |
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