+3,313.5%
DELL vs NDAQ
+457.2%
+2,856.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -39.9% |
| 3M | -15.1% | +15.8% | -31.0% | -21.4% |
| 6M | +51.7% | +24.8% | +26.9% | +34.1% |
| YTD | +200.0% | +14.1% | +185.9% | +175.4% |
| 1Y | +172.1% | +26.5% | +145.6% | +136.6% |
| 3Y | +431.2% | +119.1% | +312.1% | +249.6% |
| 5Y | +633.1% | +70.9% | +562.2% | +436.1% |
| 10Y | +2,886.3% | +479.7% | +2,406.6% | +1,170.4% |
| All | +3,313.5% | +457.2% | +2,856.3% | +1,339.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling