+694.6%
DELL vs ROIV
+253.6%
+441.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +18.8% | -16.9% | -3.2% |
| 7D | +25.6% | +20.2% | +5.5% | +19.0% |
| 30D | +17.7% | +14.1% | +3.5% | +13.1% |
| 3M | +33.4% | +45.6% | -12.2% | +21.0% |
| 6M | +266.2% | +44.1% | +222.1% | +230.3% |
| YTD | +328.0% | +91.2% | +236.8% | +256.2% |
| 1Y | +339.6% | +221.3% | +118.3% | +214.4% |
| 3Y | +694.6% | +229.2% | +465.4% | +429.8% |
| All | +694.6% | +253.6% | +441.0% | +429.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling