+597.8%
NOW vs DELL
+2,866.5%
-2,268.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.0% | -1.4% |
| 7D | -3.0% | -22.6% | +19.6% | +3.7% |
| 30D | -26.0% | -43.2% | +17.1% | -14.1% |
| 3M | -13.1% | -24.8% | +11.7% | -8.7% |
| 6M | +14.5% | +38.0% | -23.5% | -4.4% |
| YTD | -33.4% | +163.7% | -197.2% | -56.4% |
| 1Y | -40.6% | +122.5% | -163.2% | -59.0% |
| 3Y | -16.3% | +377.0% | -393.3% | -62.0% |
| 5Y | -26.3% | +542.6% | -568.9% | -71.8% |
| 10Y | +512.7% | +2,554.1% | -2,041.4% | +13.3% |
| All | +597.8% | +2,866.5% | -2,268.8% | +27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling