+444.8%
NVDA vs DELL
+572.6%
-127.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.2% | +5.2% | +0.9% |
| 7D | -12.7% | +4.9% | -17.6% | -14.8% |
| 30D | -26.4% | -32.1% | +5.7% | -14.8% |
| 3M | -27.6% | -30.2% | +2.6% | -18.7% |
| 6M | -27.7% | +41.7% | -69.4% | -45.1% |
| YTD | -12.5% | +176.6% | -189.1% | -55.8% |
| 1Y | -12.6% | +159.9% | -172.6% | -54.6% |
| 3Y | +235.9% | +388.0% | -152.0% | +1.3% |
| All | +444.8% | +572.6% | -127.8% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling