+358.3%
DELL vs EXE
+1.0%
+357.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.1% | +14.1% | +11.9% |
| 7D | +8.2% | -3.1% | +11.4% | +8.2% |
| 30D | +17.1% | -0.9% | +18.0% | +16.9% |
| 3M | +45.2% | +9.6% | +35.6% | +43.8% |
| 6M | +286.8% | -11.6% | +298.4% | +290.1% |
| YTD | +354.8% | -12.6% | +367.3% | +360.7% |
| 1Y | +358.3% | +1.2% | +357.1% | +347.6% |
| All | +358.3% | +1.0% | +357.2% | +347.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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