+4,681.2%
DELL vs NDAQ
+390.5%
+4,290.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.4% |
| 7D | +14.9% | -2.4% | +17.3% | +16.2% |
| 30D | +13.3% | +2.5% | +10.8% | +11.9% |
| 3M | +24.4% | +9.9% | +14.5% | +17.2% |
| 6M | +258.0% | +9.4% | +248.6% | +237.7% |
| YTD | +320.2% | +0.4% | +319.8% | +312.4% |
| 1Y | +319.1% | +4.0% | +315.0% | +302.5% |
| 3Y | +706.5% | +94.4% | +612.1% | +463.3% |
| 5Y | +1,071.9% | +56.7% | +1,015.2% | +795.4% |
| 10Y | +4,683.5% | +375.3% | +4,308.2% | +2,032.4% |
| All | +4,681.2% | +390.5% | +4,290.8% | +2,055.2% |
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 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