+1,055.3%
DELL vs NWSA
+39.0%
+1,016.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.6% | -5.0% |
| 7D | -1.9% | -4.8% | +2.9% | +0.1% |
| 30D | +14.9% | +3.0% | +11.9% | +13.4% |
| 3M | +37.2% | +9.3% | +27.9% | +30.3% |
| 6M | +254.0% | +23.2% | +230.8% | +215.4% |
| YTD | +306.1% | +13.3% | +292.8% | +276.0% |
| 1Y | +312.3% | +2.9% | +309.4% | +298.4% |
| 3Y | +654.0% | +43.3% | +610.7% | +512.1% |
| 5Y | +1,055.3% | +40.9% | +1,014.5% | +813.0% |
| All | +1,055.3% | +39.0% | +1,016.3% | +813.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 5y: compounded portfolio wealth divided by compounded NWSA 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…
5y analysis · Full analysis span regression · 6 months rolling