+4,681.2%
DELL vs RBA
+261.2%
+4,420.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +14.9% | -2.9% | +17.8% | +16.0% |
| 30D | +13.3% | -12.3% | +25.6% | +17.9% |
| 3M | +24.4% | -20.5% | +44.9% | +32.2% |
| 6M | +258.0% | -18.5% | +276.6% | +276.7% |
| YTD | +320.2% | -18.2% | +338.4% | +341.5% |
| 1Y | +319.1% | -27.5% | +346.6% | +357.0% |
| 3Y | +706.5% | +38.1% | +668.5% | +618.1% |
| 5Y | +1,071.9% | +44.8% | +1,027.1% | +901.3% |
| 10Y | +4,683.5% | +187.1% | +4,496.3% | +3,127.0% |
| All | +4,681.2% | +261.2% | +4,420.0% | +3,234.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling