+872.1%
MSFT vs DELL
+4,034.9%
-3,162.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.3% | +5.5% | +1.4% |
| 7D | -3.5% | -1.9% | -1.6% | -3.1% |
| 30D | -2.1% | +14.9% | -17.0% | -6.0% |
| 3M | +24.2% | +37.2% | -13.1% | +12.3% |
| 6M | +21.9% | +254.0% | -232.1% | -16.8% |
| YTD | +2.5% | +306.1% | -303.7% | -33.7% |
| 1Y | -0.8% | +312.3% | -313.0% | -36.8% |
| 3Y | +50.8% | +654.0% | -603.3% | -29.5% |
| 5Y | +73.5% | +1,055.3% | -981.8% | -34.3% |
| All | +872.1% | +4,034.9% | -3,162.8% | +111.1% |
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