+1,103.1%
DELL vs SE
-65.3%
+1,168.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.7% |
| 7D | +25.6% | +0.6% | +25.0% | +25.5% |
| 30D | +17.7% | -0.1% | +17.7% | +17.1% |
| 3M | +33.4% | +34.1% | -0.7% | +25.6% |
| 6M | +266.2% | +23.2% | +243.0% | +248.1% |
| YTD | +328.0% | -11.2% | +339.2% | +329.6% |
| 1Y | +339.6% | -40.5% | +380.1% | +373.3% |
| 3Y | +694.6% | +196.3% | +498.3% | +561.0% |
| All | +1,103.1% | -65.3% | +1,168.4% | +1,071.1% |
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