+39.8%
NFLX vs DELL
+394.1%
-354.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.2% | +6.3% | -0.1% |
| 7D | -2.0% | +4.9% | -6.9% | -2.5% |
| 30D | -11.9% | -32.1% | +20.1% | -8.9% |
| 3M | -20.6% | -30.2% | +9.7% | -18.6% |
| 6M | -29.0% | +41.7% | -70.7% | -36.0% |
| YTD | -33.7% | +176.6% | -210.3% | -48.4% |
| 1Y | -46.2% | +159.9% | -206.1% | -57.7% |
| 3Y | +39.8% | +388.0% | -348.2% | -7.6% |
| All | +39.8% | +394.1% | -354.4% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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