+358.3%
DELL vs TE
+149.2%
+209.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.3% | +11.9% |
| 7D | +8.2% | +0.2% | +8.0% | +8.2% |
| 30D | +17.1% | -5.9% | +23.0% | +17.5% |
| 3M | +45.2% | -45.6% | +90.7% | +48.0% |
| 6M | +286.8% | -43.4% | +330.1% | +287.8% |
| YTD | +354.8% | -31.0% | +385.8% | +351.3% |
| 1Y | +358.3% | +145.2% | +213.0% | +398.7% |
| All | +358.3% | +149.2% | +209.1% | +398.7% |
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