+267.1%
DELL vs NI
-8.7%
+275.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | 0.0% |
| 7D | +8.7% | +1.3% | +7.5% | +9.4% |
| 30D | +16.9% | -0.3% | +17.2% | +16.5% |
| 3M | +40.4% | -9.5% | +49.9% | +30.8% |
| 6M | +267.1% | -10.2% | +277.3% | +239.4% |
| All | +267.1% | -8.7% | +275.7% | +239.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling