+526.0%
GLW vs DELL
+2,653.9%
-2,128.0%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.2% | +2.9% | -1.9% |
| 7D | +7.7% | +4.9% | +2.9% | +6.2% |
| 30D | -18.8% | -32.1% | +13.2% | -8.2% |
| 3M | -27.7% | -30.2% | +2.5% | -19.4% |
| 6M | -44.4% | +41.7% | -86.1% | -51.8% |
| YTD | +31.3% | +176.6% | -145.3% | -9.5% |
| 1Y | +40.0% | +159.9% | -119.9% | -1.8% |
| 3Y | +339.2% | +388.0% | -48.7% | +122.2% |
| 5Y | +229.2% | +578.2% | -349.0% | +39.1% |
| All | +526.0% | +2,653.9% | -2,128.0% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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