+143.3%
DELL vs NDAQ
+28.8%
+114.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -8.8% |
| 7D | -24.6% | +3.9% | -28.5% | -24.7% |
| 30D | -32.5% | +19.0% | -51.5% | -33.4% |
| 3M | -20.2% | +17.6% | -37.8% | -21.1% |
| 6M | +76.5% | +21.0% | +55.5% | +74.3% |
| YTD | +198.9% | +14.1% | +184.8% | +206.0% |
| 1Y | +143.3% | +29.4% | +113.9% | +109.5% |
| All | +143.3% | +28.8% | +114.5% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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