+312.3%
DELL vs EXPE
+28.4%
+283.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -6.9% | -5.4% |
| 7D | -1.9% | -8.7% | +6.8% | -1.7% |
| 30D | +14.9% | -13.6% | +28.5% | +15.2% |
| 3M | +37.2% | +26.6% | +10.6% | +35.2% |
| 6M | +254.0% | +19.9% | +234.0% | +246.6% |
| YTD | +306.1% | -1.7% | +307.9% | +308.9% |
| 1Y | +312.3% | +29.4% | +282.8% | +329.7% |
| All | +312.3% | +28.4% | +283.8% | +329.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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