+362.7%
STX vs DELL
+339.2%
+23.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | +9.6% | +8.7% | +0.8% | +7.0% |
| 30D | +10.6% | +16.9% | -6.3% | +5.5% |
| 3M | +4.8% | +40.4% | -35.6% | -4.5% |
| 6M | +137.3% | +267.1% | -129.8% | +70.0% |
| YTD | +222.5% | +329.1% | -106.6% | +120.8% |
| All | +362.7% | +339.2% | +23.5% | +213.8% |
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