+504.4%
NOW vs DELL
+2,866.9%
-2,362.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.4% | -1.9% |
| 7D | -1.7% | +17.1% | -18.8% | -6.1% |
| 30D | -27.4% | -35.1% | +7.7% | -18.9% |
| 3M | -19.4% | -23.3% | +3.9% | -15.6% |
| 6M | +13.1% | +55.8% | -42.7% | -8.4% |
| YTD | -34.3% | +198.0% | -232.3% | -58.5% |
| 1Y | -41.8% | +166.6% | -208.3% | -62.0% |
| 3Y | -20.7% | +427.6% | -448.3% | -65.0% |
| 5Y | -27.2% | +630.6% | -657.8% | -73.3% |
| All | +504.4% | +2,866.9% | -2,362.5% | -10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling