+319.1%
DELL vs RGTI
-0.2%
+319.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +14.9% | -2.5% | +17.4% | +15.4% |
| 30D | +13.3% | -9.4% | +22.7% | +15.0% |
| 3M | +24.4% | -37.1% | +61.5% | +31.0% |
| 6M | +258.0% | -14.4% | +272.4% | +262.0% |
| YTD | +320.2% | -31.4% | +351.6% | +326.5% |
| 1Y | +319.1% | +0.5% | +318.5% | +400.5% |
| All | +319.1% | -0.2% | +319.3% | +400.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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