+268.2%
INTC vs DELL
+4,714.1%
-4,445.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.9% | +7.2% | +8.4% |
| 7D | +17.4% | +25.6% | -8.2% | +7.6% |
| 30D | +2.8% | +17.7% | -14.9% | -3.8% |
| 3M | -5.3% | +33.4% | -38.7% | -15.5% |
| 6M | +140.6% | +266.2% | -125.6% | +41.1% |
| YTD | +183.1% | +328.0% | -144.9% | +54.2% |
| 1Y | +326.8% | +339.6% | -12.8% | +128.0% |
| 3Y | +179.4% | +694.6% | -515.2% | +6.3% |
| 5Y | +111.7% | +1,122.0% | -1,010.3% | -35.9% |
| 10Y | +253.8% | +4,062.5% | -3,808.6% | -35.7% |
| All | +268.2% | +4,714.1% | -4,445.9% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling