+4,177.7%
DELL vs RRC
+4.5%
+4,173.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | +8.7% | -1.7% | +10.5% | +9.0% |
| 30D | +16.9% | +3.6% | +13.3% | +16.2% |
| 3M | +40.4% | +8.8% | +31.6% | +38.1% |
| 6M | +267.1% | +0.8% | +266.3% | +264.7% |
| YTD | +329.1% | +19.0% | +310.1% | +315.7% |
| 1Y | +346.9% | +22.9% | +324.0% | +330.0% |
| 3Y | +696.6% | +32.3% | +664.3% | +656.9% |
| 5Y | +1,106.2% | +151.6% | +954.6% | +940.2% |
| 10Y | +4,177.7% | +5.5% | +4,172.2% | +3,202.2% |
| All | +4,177.7% | +4.5% | +4,173.2% | +3,202.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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