+429.3%
DELL vs NDAQ
+120.1%
+309.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.3% | +12.1% | +11.9% |
| 7D | +0.4% | 0.0% | +0.4% | +0.5% |
| 30D | -35.1% | +16.3% | -51.4% | -39.2% |
| 3M | -15.1% | +15.8% | -31.0% | -20.5% |
| 6M | +51.7% | +24.8% | +26.9% | +36.1% |
| YTD | +200.0% | +14.1% | +185.9% | +182.5% |
| 1Y | +172.1% | +26.5% | +145.6% | +138.4% |
| All | +429.3% | +120.1% | +309.1% | +272.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling