+1,683.3%
BE vs DELL
+689.7%
+993.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.1% | -3.0% |
| 7D | +23.9% | +8.7% | +15.2% | +20.5% |
| 30D | +27.8% | +16.9% | +10.9% | +20.7% |
| 3M | +3.7% | +40.4% | -36.7% | -7.1% |
| 6M | +78.0% | +267.1% | -189.1% | +8.8% |
| YTD | +209.9% | +329.1% | -119.2% | +75.0% |
| 1Y | +389.6% | +346.9% | +42.7% | +177.1% |
| All | +1,683.3% | +689.7% | +993.6% | +723.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling