+1,545.5%
DELL vs SE
+363.8%
+1,181.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.4% |
| 7D | +4.9% | -0.5% | +5.4% | +4.9% |
| 30D | -32.1% | -20.9% | -11.1% | -29.4% |
| 3M | -30.2% | -38.9% | +8.7% | -24.5% |
| 6M | +41.7% | -19.4% | +61.1% | +45.2% |
| YTD | +176.6% | -40.9% | +217.5% | +196.4% |
| 1Y | +159.9% | -46.2% | +206.1% | +182.7% |
| 3Y | +388.0% | +63.7% | +324.3% | +339.2% |
| 5Y | +578.2% | -77.9% | +656.1% | +661.0% |
| All | +1,545.5% | +363.8% | +1,181.8% | +884.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling