+388.0%
DELL vs RRC
+60.0%
+328.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.7% | -7.9% | -7.4% |
| 7D | +4.9% | +6.4% | -1.5% | +2.6% |
| 30D | -32.1% | +23.9% | -56.0% | -37.0% |
| 3M | -30.2% | +30.2% | -60.4% | -36.8% |
| 6M | +41.7% | +26.3% | +15.5% | +28.9% |
| YTD | +176.6% | +48.1% | +128.5% | +132.5% |
| 1Y | +159.9% | +37.7% | +122.3% | +124.7% |
| 3Y | +388.0% | +60.3% | +327.7% | +288.1% |
| All | +388.0% | +60.0% | +328.0% | +288.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling