+3,313.5%
DELL vs TER
+1,294.6%
+2,018.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +8.3% | +3.4% | +8.3% |
| 7D | +0.4% | +5.9% | -5.5% | -1.7% |
| 30D | -35.1% | -30.8% | -4.4% | -24.0% |
| 3M | -15.1% | -29.9% | +14.8% | -1.7% |
| 6M | +51.7% | -27.5% | +79.2% | +67.5% |
| YTD | +200.0% | +37.5% | +162.5% | +142.9% |
| 1Y | +172.1% | +50.3% | +121.9% | +112.0% |
| 3Y | +431.2% | +204.9% | +226.3% | +189.2% |
| 5Y | +633.1% | +89.2% | +543.9% | +357.2% |
| 10Y | +2,886.3% | +1,077.0% | +1,809.4% | +701.1% |
| All | +3,313.5% | +1,294.6% | +2,018.9% | +763.1% |
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 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