+551.0%
DELL vs SE
-77.3%
+628.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -2.0% | -3.2% |
| 7D | -18.1% | 0.0% | -18.2% | -18.1% |
| 30D | -42.9% | -19.4% | -23.5% | -40.7% |
| 3M | -26.9% | -33.1% | +6.2% | -22.1% |
| 6M | +28.8% | -11.4% | +40.2% | +29.5% |
| YTD | +168.4% | -39.8% | +208.2% | +187.5% |
| 1Y | +136.8% | -50.5% | +187.3% | +162.5% |
| 3Y | +375.3% | +68.9% | +306.5% | +331.8% |
| 5Y | +551.0% | -77.1% | +628.1% | +579.6% |
| All | +551.0% | -77.3% | +628.4% | +579.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling