-38.7%
NOW vs DELL
+142.0%
-180.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.8% | +8.5% | +0.5% |
| 7D | -27.5% | -24.6% | -2.9% | -25.6% |
| 30D | -20.0% | -32.5% | +12.4% | -17.4% |
| 3M | -7.9% | -20.2% | +12.3% | -6.6% |
| 6M | +18.3% | +76.5% | -58.2% | +10.9% |
| YTD | -29.0% | +198.9% | -227.9% | -35.3% |
| 1Y | -38.7% | +143.3% | -182.0% | -43.4% |
| All | -38.7% | +142.0% | -180.7% | -43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling