+995.0%
DELL vs RGTI
+53.1%
+941.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.3% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | +14.9% | -16.2% | +31.1% | +16.1% |
| 3M | +37.2% | -22.0% | +59.3% | +39.1% |
| 6M | +254.0% | -10.8% | +264.8% | +254.6% |
| YTD | +306.1% | -31.6% | +337.7% | +310.8% |
| 1Y | +312.3% | -6.4% | +318.6% | +306.8% |
| 3Y | +654.0% | +665.7% | -11.6% | +525.2% |
| 5Y | +1,055.3% | +55.6% | +999.7% | +904.2% |
| All | +995.0% | +53.1% | +941.8% | +861.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling