+4,681.2%
DELL vs EWT
+511.7%
+4,169.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | -0.2% |
| 7D | +14.9% | +4.0% | +10.9% | +10.6% |
| 30D | +13.3% | +10.3% | +3.0% | +3.3% |
| 3M | +24.4% | +6.1% | +18.3% | +17.1% |
| 6M | +258.0% | +56.6% | +201.4% | +135.1% |
| YTD | +320.2% | +76.6% | +243.6% | +146.1% |
| 1Y | +319.1% | +97.9% | +221.2% | +121.4% |
| 3Y | +706.5% | +198.0% | +508.5% | +203.8% |
| 5Y | +1,071.9% | +151.8% | +920.2% | +403.7% |
| 10Y | +4,683.5% | +514.1% | +4,169.3% | +967.3% |
| All | +4,681.2% | +511.7% | +4,169.5% | +969.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling