+5,744.5%
MU vs DELL
+4,034.9%
+1,709.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.3% | +0.4% | -2.1% |
| 7D | +2.0% | -1.9% | +3.9% | +3.1% |
| 30D | +12.5% | +14.9% | -2.4% | +3.5% |
| 3M | +9.6% | +37.2% | -27.6% | -8.4% |
| 6M | +142.6% | +254.0% | -111.4% | +16.2% |
| YTD | +242.7% | +306.1% | -63.5% | +47.7% |
| 1Y | +599.3% | +312.3% | +287.0% | +195.9% |
| 3Y | +1,308.3% | +654.0% | +654.3% | +293.5% |
| 5Y | +1,263.7% | +1,055.3% | +208.4% | +182.3% |
| All | +5,744.5% | +4,034.9% | +1,709.6% | +465.5% |
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 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