+143.3%
DELL vs WTW
+8.6%
+134.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.0% | -11.8% | -8.0% |
| 7D | -24.6% | +4.9% | -29.5% | -23.6% |
| 30D | -32.5% | +17.1% | -49.6% | -30.2% |
| 3M | -20.2% | -0.3% | -19.9% | -19.2% |
| 6M | +76.5% | +30.7% | +45.8% | +84.8% |
| YTD | +198.9% | +3.7% | +195.2% | +224.2% |
| 1Y | +143.3% | +5.9% | +137.4% | +163.9% |
| All | +143.3% | +8.6% | +134.7% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling