+6,617.2%
MU vs DELL
+4,626.3%
+1,990.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.3% |
| 7D | +9.0% | +14.9% | -5.9% | +0.6% |
| 30D | +13.8% | +13.3% | +0.5% | +5.2% |
| 3M | +2.1% | +24.4% | -22.3% | -9.9% |
| 6M | +153.8% | +258.0% | -104.2% | +21.2% |
| YTD | +256.4% | +320.2% | -63.8% | +51.4% |
| 1Y | +719.8% | +319.1% | +400.7% | +245.2% |
| 3Y | +1,360.4% | +706.5% | +653.8% | +295.7% |
| 5Y | +1,312.4% | +1,071.9% | +240.5% | +193.2% |
| 10Y | +6,142.6% | +4,683.5% | +1,459.1% | +497.0% |
| All | +6,617.2% | +4,626.3% | +1,990.9% | +542.1% |
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 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