+70.7%
NFLX vs DELL
+689.7%
-619.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -8.1% | +8.7% | -16.8% | -9.1% |
| 30D | -0.3% | +16.9% | -17.2% | -2.6% |
| 3M | -6.6% | +40.4% | -47.0% | -11.7% |
| 6M | -22.7% | +267.1% | -289.7% | -40.0% |
| YTD | -18.9% | +329.1% | -348.0% | -39.4% |
| 1Y | -39.8% | +346.9% | -386.7% | -55.8% |
| All | +70.7% | +689.7% | -619.0% | +3.7% |
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