+4,770.1%
DELL vs WY
+6.8%
+4,763.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.4% | +3.3% | +2.4% |
| 7D | +25.6% | -2.1% | +27.7% | +26.6% |
| 30D | +17.7% | -10.5% | +28.1% | +22.7% |
| 3M | +33.4% | -4.9% | +38.3% | +34.5% |
| 6M | +266.2% | -4.9% | +271.1% | +267.8% |
| YTD | +328.0% | -1.7% | +329.7% | +321.4% |
| 1Y | +339.6% | -9.4% | +349.0% | +347.3% |
| 3Y | +694.6% | -22.3% | +716.9% | +747.1% |
| 5Y | +1,122.0% | -20.5% | +1,142.5% | +1,187.0% |
| 10Y | +4,062.5% | +4.9% | +4,057.5% | +3,655.9% |
| All | +4,770.1% | +6.8% | +4,763.3% | +4,262.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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