+1,228.7%
DELL vs NXT
+178.8%
+1,049.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.2% |
| 7D | +14.9% | -1.1% | +16.0% | +15.1% |
| 30D | +13.3% | -15.3% | +28.6% | +18.0% |
| 3M | +24.4% | -43.8% | +68.2% | +42.4% |
| 6M | +258.0% | -18.7% | +276.7% | +277.9% |
| YTD | +320.2% | -3.0% | +323.2% | +326.0% |
| 1Y | +319.1% | +22.7% | +296.3% | +302.9% |
| 3Y | +706.5% | +95.9% | +610.6% | +601.5% |
| All | +1,228.7% | +178.8% | +1,049.9% | +1,027.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling