+2,886.3%
DELL vs RBA
+209.3%
+2,677.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.5% | +12.3% | +11.9% |
| 7D | +0.4% | +0.6% | -0.3% | +0.2% |
| 30D | -35.1% | +9.0% | -44.1% | -37.3% |
| 3M | -15.1% | +7.2% | -22.3% | -17.6% |
| 6M | +51.7% | -7.8% | +59.5% | +53.4% |
| YTD | +200.0% | -6.4% | +206.3% | +200.7% |
| 1Y | +172.1% | -4.2% | +176.3% | +170.7% |
| 3Y | +431.2% | +64.1% | +367.1% | +339.1% |
| 5Y | +633.1% | +48.4% | +584.7% | +507.7% |
| 10Y | +2,886.3% | +209.9% | +2,676.4% | +1,694.9% |
| All | +2,886.3% | +209.3% | +2,677.0% | +1,694.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling