+678.3%
DELL vs SE
+178.2%
+500.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +1.3% |
| 7D | +8.7% | -3.6% | +12.4% | +9.7% |
| 30D | +16.9% | -5.3% | +22.2% | +17.6% |
| 3M | +40.4% | +28.1% | +12.3% | +29.2% |
| 6M | +267.1% | +20.7% | +246.4% | +240.2% |
| YTD | +329.1% | -14.8% | +343.9% | +338.9% |
| 1Y | +346.9% | -43.6% | +390.5% | +421.3% |
| All | +678.3% | +178.2% | +500.1% | +511.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling