+2,566.3%
DELL vs TER
+993.6%
+1,572.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.3% |
| 7D | -18.1% | -8.9% | -9.2% | -14.7% |
| 30D | -42.9% | -39.1% | -3.8% | -29.6% |
| 3M | -26.9% | -32.8% | +5.9% | -14.0% |
| 6M | +28.8% | -31.7% | +60.5% | +45.5% |
| YTD | +168.4% | +26.9% | +141.5% | +124.4% |
| 1Y | +136.8% | +33.6% | +103.2% | +93.5% |
| 3Y | +375.3% | +181.5% | +193.8% | +167.2% |
| 5Y | +551.0% | +76.1% | +474.9% | +317.6% |
| 10Y | +2,566.3% | +1,006.2% | +1,560.1% | +637.1% |
| All | +2,566.3% | +993.6% | +1,572.7% | +637.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling