-16.3%
NOW vs DELL
+392.1%
-408.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.0% | -1.0% |
| 7D | -3.0% | -22.6% | +19.6% | +0.8% |
| 30D | -26.0% | -43.2% | +17.1% | -19.5% |
| 3M | -13.1% | -24.8% | +11.7% | -10.5% |
| 6M | +14.5% | +38.0% | -23.5% | +3.5% |
| YTD | -33.4% | +163.7% | -197.2% | -47.7% |
| 1Y | -40.6% | +122.5% | -163.2% | -51.7% |
| 3Y | -16.3% | +377.0% | -393.3% | -42.3% |
| All | -16.3% | +392.1% | -408.4% | -42.3% |
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