+319.1%
DELL vs RDW
+24.9%
+294.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.3% |
| 7D | +14.9% | -3.1% | +18.0% | +15.4% |
| 30D | +13.3% | -1.8% | +15.1% | +13.3% |
| 3M | +24.4% | -50.9% | +75.3% | +32.4% |
| 6M | +258.0% | +13.5% | +244.5% | +240.0% |
| YTD | +320.2% | +38.6% | +281.6% | +293.0% |
| 1Y | +319.1% | +28.3% | +290.8% | +277.0% |
| All | +319.1% | +24.9% | +294.1% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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