+724.9%
DELL vs NI
+68.9%
+656.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +17.2% |
| 3M | +45.2% | -10.6% | +55.7% | +45.6% |
| 6M | +286.8% | -9.3% | +296.1% | +286.2% |
| YTD | +354.8% | +1.1% | +353.6% | +347.2% |
| 1Y | +358.3% | +3.4% | +354.9% | +349.7% |
| 3Y | +724.9% | +67.9% | +657.0% | +795.1% |
| All | +724.9% | +68.9% | +656.0% | +795.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling