+4,770.1%
DELL vs EIX
+23.5%
+4,746.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.7% | +0.9% |
| 7D | +25.6% | +0.9% | +24.7% | +25.1% |
| 30D | +17.7% | -13.5% | +31.2% | +19.9% |
| 3M | +33.4% | -15.3% | +48.7% | +36.2% |
| 6M | +266.2% | -15.3% | +281.5% | +272.3% |
| YTD | +328.0% | +2.7% | +325.3% | +312.9% |
| 1Y | +339.6% | +17.4% | +322.1% | +307.7% |
| 3Y | +694.6% | -1.3% | +695.9% | +652.0% |
| 5Y | +1,122.0% | +27.2% | +1,094.8% | +954.7% |
| 10Y | +4,062.5% | +22.7% | +4,039.7% | +3,386.7% |
| All | +4,770.1% | +23.5% | +4,746.6% | +3,985.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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