+1,484.0%
DELL vs ROIV
+232.7%
+1,251.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.3% |
| 7D | +14.9% | +0.6% | +14.2% | +14.8% |
| 30D | +13.3% | +1.0% | +12.3% | +13.1% |
| 3M | +24.4% | +18.3% | +6.1% | +22.1% |
| 6M | +258.0% | +18.3% | +239.7% | +250.4% |
| YTD | +320.2% | +61.0% | +259.2% | +295.7% |
| 1Y | +319.1% | +177.9% | +141.2% | +270.2% |
| 3Y | +706.5% | +199.1% | +507.5% | +599.9% |
| 5Y | +1,071.9% | +250.7% | +821.2% | +824.6% |
| All | +1,484.0% | +232.7% | +1,251.3% | +1,139.7% |
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 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