+790.0%
NOW vs DELL
+4,222.3%
-3,432.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.9% | -6.8% | -5.5% |
| 7D | -6.1% | +25.6% | -31.7% | -12.7% |
| 30D | +7.5% | +17.7% | -10.2% | +1.3% |
| 3M | +17.5% | +33.4% | -15.9% | +3.9% |
| 6M | +7.9% | +266.2% | -258.3% | -32.9% |
| YTD | -12.4% | +328.0% | -340.4% | -49.3% |
| 1Y | -28.6% | +339.6% | -368.1% | -59.7% |
| 3Y | +11.8% | +694.6% | -682.8% | -55.9% |
| 5Y | +2.6% | +1,122.0% | -1,119.4% | -68.0% |
| 10Y | +790.0% | +4,062.5% | -3,272.5% | +18.7% |
| All | +790.0% | +4,222.3% | -3,432.3% | +18.7% |
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 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