+1,055.3%
DELL vs WU
-51.6%
+1,106.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.1% |
| 7D | -1.9% | -5.0% | +3.1% | -0.2% |
| 30D | +14.9% | -2.3% | +17.2% | +15.9% |
| 3M | +37.2% | -3.2% | +40.4% | +36.0% |
| 6M | +254.0% | -25.0% | +279.0% | +285.0% |
| YTD | +306.1% | -21.7% | +327.8% | +334.2% |
| 1Y | +312.3% | -9.0% | +321.2% | +313.7% |
| 3Y | +654.0% | -28.9% | +682.9% | +707.9% |
| 5Y | +1,055.3% | -51.0% | +1,106.4% | +1,338.6% |
| All | +1,055.3% | -51.6% | +1,106.9% | +1,338.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling