+1,085.7%
DELL vs WM
+52.1%
+1,033.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.5% |
| 7D | +14.9% | -0.3% | +15.2% | +14.9% |
| 30D | +13.3% | -2.4% | +15.7% | +13.3% |
| 3M | +24.4% | +0.4% | +24.0% | +23.5% |
| 6M | +258.0% | -9.5% | +267.5% | +263.1% |
| YTD | +320.2% | +0.5% | +319.7% | +317.0% |
| 1Y | +319.1% | -1.1% | +320.1% | +317.4% |
| 3Y | +706.5% | +46.0% | +660.5% | +589.8% |
| All | +1,085.7% | +52.1% | +1,033.6% | +913.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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