+4,681.2%
DELL vs VRSN
+290.9%
+4,390.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | +14.9% | +0.1% | +14.8% | +14.9% |
| 30D | +13.3% | -0.2% | +13.4% | +13.3% |
| 3M | +24.4% | -0.3% | +24.7% | +23.3% |
| 6M | +258.0% | +23.0% | +235.0% | +222.6% |
| YTD | +320.2% | +21.3% | +298.8% | +278.6% |
| 1Y | +319.1% | +6.7% | +312.3% | +297.9% |
| 3Y | +706.5% | +45.0% | +661.6% | +545.9% |
| 5Y | +1,071.9% | +35.0% | +1,036.9% | +849.0% |
| 10Y | +4,683.5% | +276.3% | +4,407.1% | +2,646.9% |
| All | +4,681.2% | +290.9% | +4,390.4% | +2,681.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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