+358.3%
DELL vs NI
+4.4%
+353.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | 0.0% | +8.2% | +8.2% |
| 30D | +17.1% | -1.4% | +18.5% | +16.9% |
| 3M | +45.2% | -10.6% | +55.7% | +42.5% |
| 6M | +286.8% | -9.3% | +296.1% | +274.6% |
| YTD | +354.8% | +1.1% | +353.6% | +324.2% |
| 1Y | +358.3% | +3.4% | +354.9% | +327.1% |
| All | +358.3% | +4.4% | +353.8% | +327.1% |
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