+4,745.1%
MU vs DELL
+3,027.1%
+1,718.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.4% | +0.8% | +3.4% |
| 7D | -12.0% | -11.8% | -0.2% | -5.5% |
| 30D | -28.7% | -40.8% | +12.1% | -6.9% |
| 3M | -16.4% | -23.6% | +7.1% | -6.6% |
| 6M | -1.8% | +33.4% | -35.2% | -21.2% |
| YTD | +157.1% | +178.0% | -20.9% | +33.2% |
| 1Y | +208.5% | +138.6% | +69.9% | +73.3% |
| 3Y | +906.2% | +400.9% | +505.3% | +245.6% |
| 5Y | +893.4% | +580.7% | +312.7% | +172.6% |
| 10Y | +4,271.9% | +2,655.3% | +1,616.6% | +430.5% |
| All | +4,745.1% | +3,027.1% | +1,718.0% | +465.0% |
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