+1,085.7%
DELL vs NET
+112.9%
+972.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.9% |
| 7D | +14.9% | -7.0% | +21.9% | +16.5% |
| 30D | +13.3% | -4.8% | +18.1% | +14.3% |
| 3M | +24.4% | +3.8% | +20.6% | +23.5% |
| 6M | +258.0% | +50.0% | +208.0% | +224.7% |
| YTD | +320.2% | +41.5% | +278.7% | +282.7% |
| 1Y | +319.1% | +32.8% | +286.2% | +285.4% |
| 3Y | +706.5% | +335.9% | +370.6% | +496.3% |
| All | +1,085.7% | +112.9% | +972.8% | +792.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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