+312.3%
DELL vs STM
+96.2%
+216.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.8% | -4.8% |
| 7D | -1.9% | -1.1% | -0.8% | -1.5% |
| 30D | +14.9% | -7.8% | +22.7% | +17.8% |
| 3M | +37.2% | -28.2% | +65.4% | +48.1% |
| 6M | +254.0% | +52.0% | +202.0% | +211.2% |
| YTD | +306.1% | +96.4% | +209.8% | +231.4% |
| 1Y | +312.3% | +98.8% | +213.4% | +221.8% |
| All | +312.3% | +96.2% | +216.1% | +221.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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