+4,681.2%
DELL vs TER
+1,773.4%
+2,907.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -4.0% | -0.7% |
| 7D | +14.9% | +0.6% | +14.3% | +14.7% |
| 30D | +13.3% | -8.3% | +21.6% | +17.0% |
| 3M | +24.4% | -12.2% | +36.6% | +27.6% |
| 6M | +258.0% | +17.1% | +240.9% | +215.9% |
| YTD | +320.2% | +84.7% | +235.5% | +200.8% |
| 1Y | +319.1% | +199.9% | +119.1% | +138.2% |
| 3Y | +706.5% | +232.8% | +473.8% | +321.0% |
| 5Y | +1,071.9% | +198.6% | +873.3% | +503.0% |
| 10Y | +4,683.5% | +1,669.7% | +3,013.7% | +987.2% |
| All | +4,681.2% | +1,773.4% | +2,907.9% | +968.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling