+358.3%
DELL vs EFX
-30.9%
+389.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.4% | +12.0% |
| 7D | +8.2% | -4.5% | +12.8% | +8.2% |
| 30D | +17.1% | -6.1% | +23.2% | +17.0% |
| 3M | +45.2% | +6.2% | +39.0% | +40.4% |
| 6M | +286.8% | -11.2% | +298.0% | +292.0% |
| YTD | +354.8% | -21.4% | +376.2% | +378.1% |
| 1Y | +358.3% | -34.3% | +392.6% | +418.2% |
| All | +358.3% | -30.9% | +389.1% | +418.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling