+755.6%
GOOGL vs DELL
+4,530.0%
-3,774.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +12.0% | -10.2% | -0.8% |
| 7D | 0.0% | +8.2% | -8.2% | -1.8% |
| 30D | -1.4% | +17.1% | -18.5% | -5.3% |
| 3M | -5.3% | +45.2% | -50.5% | -14.3% |
| 6M | +9.8% | +286.8% | -277.0% | -24.7% |
| YTD | +8.4% | +354.8% | -346.4% | -29.6% |
| 1Y | +41.2% | +358.3% | -317.1% | -9.5% |
| 3Y | +149.6% | +724.9% | -575.3% | +20.3% |
| 5Y | +142.6% | +1,193.7% | -1,051.1% | -4.5% |
| All | +755.6% | +4,530.0% | -3,774.5% | +105.3% |
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