+636.7%
DELL vs NXT
+87.2%
+549.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -5.0% |
| 7D | -1.9% | -2.6% | +0.7% | -1.2% |
| 30D | +14.9% | -22.4% | +37.3% | +22.9% |
| 3M | +37.2% | -27.3% | +64.5% | +48.6% |
| 6M | +254.0% | -28.5% | +282.5% | +286.3% |
| YTD | +306.1% | -6.6% | +312.8% | +316.3% |
| 1Y | +312.3% | +20.4% | +291.9% | +298.0% |
| All | +636.7% | +87.2% | +549.5% | +551.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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