+166.6%
DELL vs SE
-48.7%
+215.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.7% |
| 7D | +17.1% | -1.5% | +18.6% | +17.2% |
| 30D | -35.1% | -22.3% | -12.8% | -34.0% |
| 3M | -23.3% | -41.8% | +18.5% | -20.6% |
| 6M | +55.8% | -22.4% | +78.2% | +54.9% |
| YTD | +198.0% | -41.6% | +239.6% | +206.0% |
| 1Y | +166.6% | -48.0% | +214.6% | +174.5% |
| All | +166.6% | -48.7% | +215.3% | +174.5% |
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