+4,681.2%
DELL vs WM
+302.3%
+4,379.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | +14.9% | -0.3% | +15.2% | +15.0% |
| 30D | +13.3% | -2.4% | +15.7% | +14.0% |
| 3M | +24.4% | +0.4% | +24.0% | +22.6% |
| 6M | +258.0% | -9.5% | +267.5% | +266.7% |
| YTD | +320.2% | +0.5% | +319.7% | +311.5% |
| 1Y | +319.1% | -1.1% | +320.1% | +311.5% |
| 3Y | +706.5% | +46.0% | +660.5% | +526.6% |
| 5Y | +1,071.9% | +51.8% | +1,020.1% | +778.1% |
| 10Y | +4,683.5% | +307.5% | +4,376.0% | +2,036.9% |
| All | +4,681.2% | +302.3% | +4,379.0% | +2,069.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling