+319.1%
DELL vs XLY
-0.5%
+319.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.2% |
| 7D | +14.9% | -2.0% | +16.8% | +16.1% |
| 30D | +13.3% | -3.1% | +16.4% | +15.0% |
| 3M | +24.4% | -1.8% | +26.2% | +25.5% |
| 6M | +258.0% | -0.9% | +258.9% | +256.9% |
| YTD | +320.2% | -3.4% | +323.6% | +329.6% |
| 1Y | +319.1% | -1.5% | +320.6% | +323.4% |
| All | +319.1% | -0.5% | +319.5% | +323.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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