+4,782.6%
DELL vs NI
+136.4%
+4,646.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +8.7% | +1.3% | +7.5% | +8.4% |
| 30D | +16.9% | -0.3% | +17.2% | +17.0% |
| 3M | +40.4% | -9.5% | +49.9% | +44.3% |
| 6M | +267.1% | -10.2% | +277.3% | +276.3% |
| YTD | +329.1% | +1.8% | +327.3% | +323.0% |
| 1Y | +346.9% | +5.7% | +341.3% | +335.0% |
| 3Y | +696.6% | +69.6% | +627.0% | +562.2% |
| 5Y | +1,106.2% | +95.8% | +1,010.4% | +845.0% |
| 10Y | +4,177.7% | +145.1% | +4,032.6% | +3,108.1% |
| All | +4,782.6% | +136.4% | +4,646.2% | +3,682.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling