+319.1%
DELL vs TER
+203.7%
+115.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.9% | 0.0% |
| 7D | +14.9% | +0.6% | +14.3% | +14.8% |
| 30D | +13.3% | -8.3% | +21.6% | +15.9% |
| 3M | +24.4% | -12.2% | +36.6% | +26.2% |
| 6M | +258.0% | +17.0% | +241.0% | +235.8% |
| YTD | +320.2% | +84.6% | +235.6% | +246.3% |
| 1Y | +319.1% | +199.8% | +119.2% | +205.9% |
| All | +319.1% | +203.7% | +115.3% | +205.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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