+1,023.2%
DELL vs ROIV
+280.9%
+742.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.8% | -0.1% |
| 7D | +17.1% | +9.2% | +7.9% | +15.8% |
| 30D | -35.1% | +19.9% | -55.0% | -36.6% |
| 3M | -23.3% | +10.6% | -33.9% | -24.5% |
| 6M | +55.8% | +36.1% | +19.7% | +49.5% |
| YTD | +198.0% | +84.3% | +113.7% | +175.1% |
| 1Y | +166.6% | +87.6% | +79.0% | +145.5% |
| 3Y | +427.6% | +353.9% | +73.7% | +342.6% |
| 5Y | +630.6% | +376.1% | +254.6% | +459.6% |
| All | +1,023.2% | +280.9% | +742.4% | +761.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling