+319.1%
DELL vs EXEL
+59.2%
+259.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | +14.9% | +8.4% | +6.5% | +12.9% |
| 30D | +13.3% | +4.1% | +9.2% | +12.4% |
| 3M | +24.4% | +12.4% | +12.0% | +21.2% |
| 6M | +258.0% | +41.5% | +216.5% | +230.8% |
| YTD | +320.2% | +34.6% | +285.6% | +288.1% |
| 1Y | +319.1% | +57.9% | +261.2% | +279.7% |
| All | +319.1% | +59.2% | +259.8% | +279.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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