+948.0%
DELL vs ROIV
+287.3%
+660.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +4.6% | +0.8% | +4.8% |
| 7D | -11.8% | +13.3% | -25.1% | -13.3% |
| 30D | -40.8% | +14.8% | -55.6% | -41.9% |
| 3M | -23.6% | +11.9% | -35.5% | -24.9% |
| 6M | +33.4% | +42.4% | -9.0% | +27.2% |
| YTD | +178.0% | +87.4% | +90.6% | +156.1% |
| 1Y | +138.6% | +97.2% | +41.3% | +118.3% |
| 3Y | +400.9% | +375.7% | +25.2% | +318.4% |
| 5Y | +580.7% | +379.0% | +201.7% | +420.3% |
| All | +948.0% | +287.3% | +660.7% | +702.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling