+635.3%
STX vs DELL
+380.5%
+254.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.6% | +0.2% |
| 7D | -17.3% | -18.1% | +0.8% | -11.5% |
| 30D | -35.9% | -42.9% | +6.9% | -23.9% |
| 3M | -37.3% | -26.9% | -10.5% | -31.7% |
| 6M | -35.8% | +28.8% | -64.6% | -41.6% |
| YTD | +82.7% | +168.4% | -85.7% | +30.9% |
| 1Y | +71.6% | +136.8% | -65.2% | +27.7% |
| 3Y | +635.3% | +375.3% | +259.9% | +325.8% |
| All | +635.3% | +380.5% | +254.8% | +325.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling