+4,521.4%
DELL vs WTW
+197.4%
+4,324.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.9% | -5.5% |
| 7D | -1.9% | -7.8% | +5.9% | +0.9% |
| 30D | +14.9% | -7.9% | +22.8% | +18.1% |
| 3M | +37.2% | +19.9% | +17.3% | +27.0% |
| 6M | +254.0% | +9.8% | +244.2% | +236.3% |
| YTD | +306.1% | -3.3% | +309.5% | +304.2% |
| 1Y | +312.3% | -3.3% | +315.6% | +308.6% |
| 3Y | +654.0% | +61.5% | +592.5% | +466.6% |
| 5Y | +1,055.3% | +42.6% | +1,012.7% | +814.5% |
| 10Y | +3,948.9% | +197.1% | +3,751.9% | +2,290.3% |
| All | +4,521.4% | +197.4% | +4,324.0% | +2,627.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling