+143.3%
DELL vs TE
-16.5%
+159.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.5% | -5.3% | -8.4% |
| 7D | -24.6% | +3.8% | -28.4% | -24.9% |
| 30D | -32.5% | -26.2% | -6.3% | -30.2% |
| 3M | -20.2% | -49.7% | +29.5% | -14.4% |
| 6M | +76.5% | -46.5% | +122.9% | +85.1% |
| YTD | +198.9% | -59.1% | +258.1% | +207.4% |
| 1Y | +143.3% | -25.8% | +169.1% | +123.7% |
| All | +143.3% | -16.5% | +159.8% | +123.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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