+17.9%
NOW vs DELL
+691.7%
-673.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.2% |
| 7D | -2.4% | +14.9% | -17.3% | -4.9% |
| 30D | +20.5% | +13.3% | +7.2% | +17.4% |
| 3M | +18.3% | +24.4% | -6.0% | +11.8% |
| 6M | +24.1% | +258.0% | -233.9% | -5.2% |
| YTD | -7.8% | +320.2% | -328.0% | -32.5% |
| 1Y | -21.4% | +319.1% | -340.5% | -43.0% |
| All | +17.9% | +691.7% | -673.8% | -30.5% |
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