-29.8%
NOW vs DELL
+348.5%
-378.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -4.1% | +8.7% | -12.8% | -4.8% |
| 30D | +2.9% | +16.9% | -14.0% | +1.2% |
| 3M | +22.6% | +40.4% | -17.9% | +16.0% |
| 6M | +7.5% | +267.1% | -259.5% | -3.6% |
| YTD | -14.4% | +329.1% | -343.5% | -24.4% |
| 1Y | -29.8% | +346.9% | -376.7% | -35.2% |
| All | -29.8% | +348.5% | -378.3% | -35.2% |
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