+1,342.5%
MU vs DELL
+1,087.7%
+254.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.4% |
| 7D | +9.0% | +14.9% | -5.9% | +1.1% |
| 30D | +13.8% | +13.3% | +0.5% | +5.8% |
| 3M | +2.1% | +24.4% | -22.3% | -9.2% |
| 6M | +153.8% | +258.0% | -104.2% | +27.2% |
| YTD | +256.4% | +320.2% | -63.8% | +60.0% |
| 1Y | +719.8% | +319.1% | +400.7% | +265.0% |
| 3Y | +1,360.4% | +706.5% | +653.8% | +332.0% |
| All | +1,342.5% | +1,087.7% | +254.8% | +232.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling