+365.4%
STX vs DELL
+328.0%
+37.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +5.9% |
| 7D | +2.4% | +14.9% | -12.5% | -2.0% |
| 30D | +1.4% | +13.3% | -11.9% | -2.5% |
| 3M | -8.2% | +24.4% | -32.6% | -14.2% |
| 6M | +127.0% | +258.0% | -131.0% | +64.4% |
| YTD | +209.1% | +320.2% | -111.0% | +113.8% |
| 1Y | +365.4% | +319.1% | +46.4% | +194.4% |
| All | +365.4% | +328.0% | +37.5% | +194.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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