+2,502.6%
STX vs DELL
+3,251.6%
-748.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | +16.8% | +17.1% | -0.3% | +10.1% |
| 30D | -27.0% | -35.1% | +8.0% | -14.1% |
| 3M | -37.9% | -23.3% | -14.6% | -32.5% |
| 6M | -32.5% | +55.8% | -88.3% | -45.4% |
| YTD | +98.6% | +198.0% | -99.4% | +21.4% |
| 1Y | +93.6% | +166.6% | -73.0% | +23.4% |
| 3Y | +699.1% | +427.6% | +271.4% | +241.7% |
| 5Y | +481.0% | +630.6% | -149.6% | +106.3% |
| 10Y | +2,082.0% | +2,866.3% | -784.3% | +312.2% |
| All | +2,502.6% | +3,251.6% | -748.9% | +370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling