+400.9%
DELL vs TER
+186.1%
+214.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +12.7% | -7.3% | -0.1% |
| 7D | -11.8% | -5.8% | -6.1% | -9.3% |
| 30D | -40.8% | -38.9% | -1.9% | -27.1% |
| 3M | -23.6% | -35.1% | +11.5% | -8.8% |
| 6M | +33.4% | -31.6% | +64.9% | +50.5% |
| YTD | +178.0% | +27.2% | +150.8% | +126.8% |
| 1Y | +138.6% | +35.2% | +103.3% | +88.8% |
| 3Y | +400.9% | +192.8% | +208.1% | +159.1% |
| All | +400.9% | +186.1% | +214.8% | +159.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling