+312.3%
DELL vs NDAQ
-1.8%
+314.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -4.9% |
| 7D | -1.9% | -6.8% | +4.9% | -0.8% |
| 30D | +14.9% | -3.2% | +18.1% | +15.5% |
| 3M | +37.2% | +6.5% | +30.7% | +33.9% |
| 6M | +254.0% | +5.7% | +248.2% | +249.5% |
| YTD | +306.1% | -4.6% | +310.8% | +316.9% |
| 1Y | +312.3% | -1.6% | +313.8% | +317.9% |
| All | +312.3% | -1.8% | +314.1% | +317.9% |
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