+159.9%
DELL vs TER
+41.9%
+118.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -5.4% | -1.8% | -5.0% |
| 7D | +4.9% | +14.4% | -9.5% | -0.5% |
| 30D | -32.1% | -30.6% | -1.5% | -22.1% |
| 3M | -30.2% | -39.2% | +9.0% | -17.1% |
| 6M | +41.7% | -31.3% | +73.0% | +59.3% |
| YTD | +176.6% | +29.1% | +147.5% | +138.0% |
| 1Y | +159.9% | +47.4% | +112.5% | +104.1% |
| All | +159.9% | +41.9% | +118.1% | +104.1% |
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 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