+2,242.0%
DELL vs TE
-48.3%
+2,290.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.0% | -8.1% | +0.9% |
| 7D | +25.6% | +18.2% | +7.4% | +23.6% |
| 30D | +17.7% | -13.5% | +31.2% | +18.9% |
| 3M | +33.4% | -44.6% | +78.0% | +39.1% |
| 6M | +266.2% | -24.7% | +290.9% | +264.2% |
| YTD | +328.0% | -24.3% | +352.2% | +319.9% |
| 1Y | +339.6% | +155.6% | +184.0% | +271.0% |
| 3Y | +694.6% | -18.3% | +712.9% | +575.7% |
| 5Y | +1,122.0% | -41.3% | +1,163.3% | +956.9% |
| All | +2,242.0% | -48.3% | +2,290.3% | +1,917.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling