+4,404.4%
DELL vs WU
-39.1%
+4,443.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.4% | +11.8% |
| 7D | +8.2% | -3.5% | +11.7% | +9.7% |
| 30D | +17.1% | -2.9% | +20.0% | +18.5% |
| 3M | +45.2% | -2.3% | +47.4% | +43.7% |
| 6M | +286.8% | -25.4% | +312.1% | +325.3% |
| YTD | +354.8% | -21.2% | +376.0% | +388.9% |
| 1Y | +358.3% | -8.9% | +367.1% | +361.0% |
| 3Y | +724.9% | -29.0% | +753.9% | +793.9% |
| 5Y | +1,193.7% | -50.7% | +1,244.4% | +1,510.4% |
| All | +4,404.4% | -39.1% | +4,443.5% | +4,748.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling