+1,106.2%
DELL vs EXPE
+89.3%
+1,016.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +8.7% | -11.5% | +20.3% | +11.9% |
| 30D | +16.9% | -13.1% | +30.0% | +20.6% |
| 3M | +40.4% | +18.1% | +22.3% | +32.9% |
| 6M | +267.1% | +13.3% | +253.8% | +247.9% |
| YTD | +329.1% | -3.2% | +332.3% | +321.6% |
| 1Y | +346.9% | +26.1% | +320.8% | +302.1% |
| 3Y | +696.6% | +151.7% | +544.9% | +471.2% |
| 5Y | +1,106.2% | +88.3% | +1,017.8% | +768.5% |
| All | +1,106.2% | +89.3% | +1,016.9% | +768.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling