+4,404.4%
DELL vs NDAQ
+368.2%
+4,036.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.5% | +12.2% |
| 7D | +8.2% | -5.6% | +13.8% | +11.3% |
| 30D | +17.1% | -4.4% | +21.4% | +19.5% |
| 3M | +45.2% | +5.9% | +39.3% | +39.0% |
| 6M | +286.8% | +7.7% | +279.0% | +267.2% |
| YTD | +354.8% | -5.2% | +359.9% | +358.7% |
| 1Y | +358.3% | -3.4% | +361.6% | +356.4% |
| 3Y | +724.9% | +85.6% | +639.3% | +487.8% |
| 5Y | +1,193.7% | +49.5% | +1,144.2% | +909.6% |
| All | +4,404.4% | +368.2% | +4,036.2% | +1,981.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling