+319.1%
DELL vs SE
-38.5%
+357.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.6% |
| 7D | +14.9% | -6.1% | +21.0% | +15.5% |
| 30D | +13.3% | -2.5% | +15.7% | +13.1% |
| 3M | +24.4% | +21.7% | +2.7% | +20.0% |
| 6M | +258.0% | +27.0% | +231.0% | +242.0% |
| YTD | +320.2% | -12.1% | +332.3% | +320.4% |
| 1Y | +319.1% | -40.9% | +360.0% | +350.8% |
| All | +319.1% | -38.5% | +357.6% | +350.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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