+694.6%
DELL vs EW
+14.1%
+680.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.5% | +5.4% | +2.8% |
| 7D | +25.6% | -4.4% | +30.0% | +27.0% |
| 30D | +17.7% | -3.3% | +21.0% | +18.5% |
| 3M | +33.4% | +1.0% | +32.4% | +32.4% |
| 6M | +266.2% | +6.2% | +260.0% | +258.7% |
| YTD | +328.0% | +1.7% | +326.3% | +323.8% |
| 1Y | +339.6% | +8.1% | +331.5% | +328.9% |
| 3Y | +694.6% | +17.1% | +677.5% | +652.2% |
| All | +694.6% | +14.1% | +680.5% | +652.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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