+143.3%
DELL vs ROIV
+97.8%
+45.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.1% | -14.9% | -10.2% |
| 7D | -24.6% | +3.0% | -27.6% | -25.1% |
| 30D | -32.5% | +6.8% | -39.3% | -33.6% |
| 3M | -20.2% | +10.5% | -30.7% | -22.5% |
| 6M | +76.5% | +34.8% | +41.7% | +65.2% |
| YTD | +198.9% | +76.2% | +122.7% | +161.6% |
| 1Y | +143.3% | +92.4% | +50.9% | +115.7% |
| All | +143.3% | +97.8% | +45.5% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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