+724.9%
DELL vs ET
+96.2%
+628.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.8% | +12.8% | +12.5% |
| 7D | +8.2% | +0.2% | +8.0% | +8.0% |
| 30D | +17.1% | +2.9% | +14.2% | +14.9% |
| 3M | +45.2% | +16.8% | +28.4% | +30.1% |
| 6M | +286.8% | +18.9% | +267.9% | +235.3% |
| YTD | +354.8% | +37.7% | +317.1% | +248.1% |
| 1Y | +358.3% | +32.4% | +325.8% | +261.4% |
| 3Y | +724.9% | +99.5% | +625.4% | +404.7% |
| All | +724.9% | +96.2% | +628.7% | +404.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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