+143.3%
DELL vs NI
+9.5%
+133.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.3% | -8.6% |
| 7D | -24.6% | +3.9% | -28.5% | -24.3% |
| 30D | -32.5% | +15.3% | -47.8% | -32.3% |
| 3M | -20.2% | +2.4% | -22.6% | -21.0% |
| 6M | +76.5% | -4.5% | +81.0% | +74.7% |
| YTD | +198.9% | +11.4% | +187.6% | +170.0% |
| 1Y | +143.3% | +8.5% | +134.9% | +123.4% |
| All | +143.3% | +9.5% | +133.9% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling