+312.3%
DELL vs XRT
-2.3%
+314.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.6% | -5.1% |
| 7D | -1.9% | -3.6% | +1.7% | -0.8% |
| 30D | +14.9% | -6.7% | +21.6% | +17.4% |
| 3M | +37.2% | -1.4% | +38.6% | +36.3% |
| 6M | +254.0% | +1.7% | +252.3% | +242.9% |
| YTD | +306.1% | -1.5% | +307.6% | +302.3% |
| 1Y | +312.3% | -2.5% | +314.7% | +303.9% |
| All | +312.3% | -2.3% | +314.6% | +303.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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