+1,106.2%
DELL vs TER
+229.2%
+876.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.9% | -1.0% |
| 7D | +8.7% | +12.4% | -3.6% | +3.7% |
| 30D | +16.9% | +5.1% | +11.8% | +14.3% |
| 3M | +40.4% | +4.0% | +36.5% | +34.6% |
| 6M | +267.1% | +29.5% | +237.5% | +211.2% |
| YTD | +329.1% | +98.5% | +230.6% | +194.1% |
| 1Y | +346.9% | +234.1% | +112.8% | +135.3% |
| 3Y | +696.6% | +289.0% | +407.6% | +273.1% |
| 5Y | +1,106.2% | +228.2% | +878.0% | +467.9% |
| All | +1,106.2% | +229.2% | +876.9% | +467.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling