+358.3%
DELL vs EWT
+85.6%
+272.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.1% | +10.2% |
| 7D | +8.2% | -1.1% | +9.4% | +9.6% |
| 30D | +17.1% | +4.5% | +12.6% | +12.5% |
| 3M | +45.2% | +8.3% | +36.9% | +32.8% |
| 6M | +286.8% | +54.2% | +232.5% | +162.6% |
| YTD | +354.8% | +74.6% | +280.2% | +164.1% |
| 1Y | +358.3% | +84.9% | +273.4% | +144.0% |
| All | +358.3% | +85.6% | +272.7% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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