+346.9%
DELL vs RBA
-29.1%
+376.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.4% |
| 7D | +8.7% | -1.9% | +10.6% | +9.2% |
| 30D | +16.9% | -13.0% | +29.9% | +20.7% |
| 3M | +40.4% | -23.1% | +63.5% | +46.2% |
| 6M | +267.1% | -22.6% | +289.7% | +280.7% |
| YTD | +329.1% | -20.4% | +349.5% | +351.5% |
| 1Y | +346.9% | -29.6% | +376.5% | +378.4% |
| All | +346.9% | -29.1% | +376.0% | +378.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling