+143.3%
DELL vs TER
+42.7%
+100.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.8% | -2.0% | -6.3% |
| 7D | -24.6% | -19.9% | -4.7% | -18.0% |
| 30D | -32.5% | -43.5% | +11.1% | -17.8% |
| 3M | -20.2% | -37.8% | +17.6% | -6.3% |
| 6M | +76.5% | -25.6% | +102.0% | +93.8% |
| YTD | +198.9% | +29.8% | +169.1% | +156.2% |
| 1Y | +143.3% | +43.2% | +100.2% | +98.8% |
| All | +143.3% | +42.7% | +100.7% | +98.8% |
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