+1,106.2%
DELL vs W
-62.3%
+1,168.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +8.7% | +5.9% | +2.8% | +7.7% |
| 30D | +16.9% | -3.0% | +19.9% | +17.4% |
| 3M | +40.4% | +40.3% | +0.1% | +30.9% |
| 6M | +267.1% | +32.2% | +234.8% | +243.6% |
| YTD | +329.1% | -0.3% | +329.4% | +318.2% |
| 1Y | +346.9% | +16.2% | +330.8% | +320.0% |
| 3Y | +696.6% | +40.7% | +655.9% | +565.9% |
| 5Y | +1,106.2% | -62.3% | +1,168.5% | +962.5% |
| All | +1,106.2% | -62.3% | +1,168.5% | +962.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 5y: compounded portfolio wealth divided by compounded W 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…
5y analysis · Full analysis span regression · 6 months rolling