+346.9%
DELL vs EXC
+5.3%
+341.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | 0.0% |
| 7D | +8.7% | +0.3% | +8.4% | +8.9% |
| 30D | +16.9% | -0.9% | +17.8% | +16.5% |
| 3M | +40.4% | -2.7% | +43.1% | +38.8% |
| 6M | +267.1% | -9.4% | +276.4% | +260.0% |
| YTD | +329.1% | +3.0% | +326.1% | +340.3% |
| 1Y | +346.9% | +5.1% | +341.8% | +342.3% |
| All | +346.9% | +5.3% | +341.6% | +342.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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