+1,055.3%
DELL vs XME
+167.8%
+887.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.7% | -1.6% | -3.1% |
| 7D | -1.9% | -3.0% | +1.2% | +0.1% |
| 30D | +14.9% | -2.6% | +17.5% | +16.8% |
| 3M | +37.2% | +2.2% | +35.1% | +35.6% |
| 6M | +254.0% | +0.7% | +253.3% | +251.5% |
| YTD | +306.1% | +10.9% | +295.2% | +277.7% |
| 1Y | +312.3% | +35.7% | +276.6% | +235.4% |
| 3Y | +654.0% | +127.1% | +526.9% | +350.6% |
| 5Y | +1,055.3% | +168.5% | +886.9% | +544.0% |
| All | +1,055.3% | +167.8% | +887.5% | +544.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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