+694.6%
DELL vs NDAQ
+91.7%
+602.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +2.7% |
| 7D | +25.6% | -2.6% | +28.2% | +26.8% |
| 30D | +17.7% | +0.5% | +17.2% | +17.3% |
| 3M | +33.4% | +9.9% | +23.5% | +25.9% |
| 6M | +266.2% | +8.2% | +258.0% | +249.1% |
| YTD | +328.0% | -1.5% | +329.5% | +328.9% |
| 1Y | +339.6% | +1.3% | +338.3% | +331.5% |
| 3Y | +694.6% | +92.6% | +602.0% | +532.2% |
| All | +694.6% | +91.7% | +602.9% | +532.2% |
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