+1,106.2%
DELL vs NDAQ
+52.5%
+1,053.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.1% | +0.7% |
| 7D | +8.7% | -1.6% | +10.3% | +9.5% |
| 30D | +16.9% | -1.5% | +18.4% | +17.6% |
| 3M | +40.4% | +8.0% | +32.4% | +33.4% |
| 6M | +267.1% | +7.7% | +259.3% | +249.1% |
| YTD | +329.1% | -2.3% | +331.4% | +328.2% |
| 1Y | +346.9% | +0.6% | +346.4% | +337.5% |
| 3Y | +696.6% | +90.9% | +605.7% | +464.4% |
| 5Y | +1,106.2% | +52.5% | +1,053.7% | +800.8% |
| All | +1,106.2% | +52.5% | +1,053.7% | +800.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling