+4,782.6%
DELL vs ET
+178.2%
+4,604.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +8.7% | +0.6% | +8.1% | +8.5% |
| 30D | +16.9% | +5.3% | +11.6% | +14.8% |
| 3M | +40.4% | +15.6% | +24.8% | +33.0% |
| 6M | +267.1% | +20.6% | +246.5% | +240.7% |
| YTD | +329.1% | +38.5% | +290.6% | +278.6% |
| 1Y | +346.9% | +35.7% | +311.2% | +296.8% |
| 3Y | +696.6% | +98.4% | +598.3% | +530.7% |
| 5Y | +1,106.2% | +245.3% | +860.9% | +703.1% |
| 10Y | +4,177.7% | +173.7% | +4,004.0% | +2,916.3% |
| All | +4,782.6% | +178.2% | +4,604.4% | +3,287.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling