+4,404.4%
DELL vs RSG
+428.9%
+3,975.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.7% |
| 7D | +8.2% | 0.0% | +8.2% | +8.3% |
| 30D | +17.1% | +4.0% | +13.1% | +15.1% |
| 3M | +45.2% | +7.4% | +37.8% | +39.6% |
| 6M | +286.8% | +0.1% | +286.7% | +281.0% |
| YTD | +354.8% | +6.0% | +348.8% | +335.7% |
| 1Y | +358.3% | -3.0% | +361.2% | +357.8% |
| 3Y | +724.9% | +56.5% | +668.4% | +507.5% |
| 5Y | +1,193.7% | +90.9% | +1,102.8% | +725.2% |
| All | +4,404.4% | +428.9% | +3,975.5% | +1,546.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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