+319.1%
DELL vs ROIV
+177.7%
+141.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.1% |
| 7D | +14.9% | +0.6% | +14.2% | +14.7% |
| 30D | +13.3% | +1.0% | +12.3% | +13.1% |
| 3M | +24.4% | +18.3% | +6.1% | +21.8% |
| 6M | +258.0% | +18.3% | +239.7% | +247.8% |
| YTD | +320.2% | +61.0% | +259.2% | +283.9% |
| 1Y | +319.1% | +177.9% | +141.2% | +273.5% |
| All | +319.1% | +177.7% | +141.4% | +273.5% |
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