+2,502.5%
LITE vs DELL
+4,222.3%
-1,719.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.9% | +9.2% | +10.2% |
| 7D | +12.6% | +25.6% | -13.0% | +1.1% |
| 30D | +9.9% | +17.7% | -7.7% | +1.8% |
| 3M | +9.3% | +33.4% | -24.1% | -3.6% |
| 6M | +75.2% | +266.2% | -191.0% | -7.2% |
| YTD | +165.5% | +328.0% | -162.5% | +28.6% |
| 1Y | +555.0% | +339.6% | +215.4% | +212.7% |
| 3Y | +1,870.5% | +694.6% | +1,175.9% | +587.5% |
| 5Y | +1,009.8% | +1,122.0% | -112.2% | +205.1% |
| 10Y | +2,502.5% | +4,062.5% | -1,560.0% | +253.3% |
| All | +2,502.5% | +4,222.3% | -1,719.8% | +253.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling