+4,177.7%
DELL vs STT
+262.1%
+3,915.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +8.7% | +1.0% | +7.8% | +8.3% |
| 30D | +16.9% | +2.8% | +14.1% | +15.6% |
| 3M | +40.4% | +18.1% | +22.3% | +30.4% |
| 6M | +267.1% | +59.2% | +207.9% | +196.9% |
| YTD | +329.1% | +51.5% | +277.6% | +254.5% |
| 1Y | +346.9% | +75.7% | +271.3% | +244.3% |
| 3Y | +696.6% | +200.8% | +495.9% | +382.6% |
| 5Y | +1,106.2% | +155.8% | +950.4% | +658.4% |
| 10Y | +4,177.7% | +266.4% | +3,911.4% | +2,047.2% |
| All | +4,177.7% | +262.1% | +3,915.7% | +2,047.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 10y: compounded portfolio wealth divided by compounded STT 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…
10y analysis · Full analysis span regression · 6 months rolling