+1,145.9%
DELL vs RGTI
+56.8%
+1,089.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.7% | +11.2% | +11.9% |
| 7D | +8.2% | +0.5% | +7.8% | +8.2% |
| 30D | +17.1% | -17.1% | +34.2% | +18.4% |
| 3M | +45.2% | -26.0% | +71.1% | +47.6% |
| 6M | +286.8% | -9.9% | +296.6% | +287.2% |
| YTD | +354.8% | -31.1% | +385.8% | +359.8% |
| 1Y | +358.3% | -8.5% | +366.8% | +352.6% |
| 3Y | +724.9% | +652.2% | +72.7% | +584.7% |
| All | +1,145.9% | +56.8% | +1,089.2% | +1,031.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling