+1,383.2%
STX vs DELL
+707.5%
+675.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.9% | +4.6% | +5.9% |
| 7D | +10.7% | +25.6% | -14.9% | +2.8% |
| 30D | +11.3% | +17.7% | -6.4% | +5.5% |
| 3M | +3.2% | +33.4% | -30.2% | -5.8% |
| 6M | +157.0% | +266.2% | -109.2% | +69.8% |
| YTD | +229.2% | +328.0% | -98.8% | +104.9% |
| 1Y | +381.8% | +339.6% | +42.3% | +195.2% |
| 3Y | +1,383.2% | +694.6% | +688.6% | +582.0% |
| All | +1,383.2% | +707.5% | +675.6% | +582.0% |
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