+1,106.2%
DELL vs WWD
+191.3%
+914.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.5% |
| 7D | +8.7% | +0.6% | +8.1% | +8.4% |
| 30D | +16.9% | -5.1% | +22.0% | +19.9% |
| 3M | +40.4% | -11.2% | +51.7% | +48.1% |
| 6M | +267.1% | -12.0% | +279.1% | +284.0% |
| YTD | +329.1% | +12.0% | +317.1% | +290.9% |
| 1Y | +346.9% | +42.8% | +304.1% | +249.6% |
| 3Y | +696.6% | +168.9% | +527.7% | +333.5% |
| 5Y | +1,106.2% | +192.2% | +914.0% | +491.2% |
| All | +1,106.2% | +191.3% | +914.9% | +491.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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