+1,055.3%
DELL vs TE
-49.6%
+1,104.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.7% | +1.4% | -4.7% |
| 7D | -1.9% | +0.9% | -2.8% | -2.0% |
| 30D | +14.9% | -16.3% | +31.2% | +16.6% |
| 3M | +37.2% | -40.8% | +78.0% | +42.6% |
| 6M | +254.0% | -42.6% | +296.6% | +261.3% |
| YTD | +306.1% | -31.4% | +337.6% | +302.0% |
| 1Y | +312.3% | +144.9% | +167.4% | +246.3% |
| 3Y | +654.0% | -26.0% | +680.0% | +547.9% |
| 5Y | +1,055.3% | -48.5% | +1,103.8% | +932.3% |
| All | +1,055.3% | -49.6% | +1,104.9% | +932.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling