+14.5%
NOW vs DELL
+49.2%
-34.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.0% | -0.8% |
| 7D | -3.0% | -22.6% | +19.6% | -0.2% |
| 30D | -26.0% | -43.2% | +17.1% | -21.7% |
| 3M | -13.1% | -24.8% | +11.7% | -11.1% |
| 6M | +14.5% | +38.0% | -23.5% | -5.7% |
| All | +14.5% | +49.2% | -34.7% | -5.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling