+4,177.7%
DELL vs RSP
+203.7%
+3,974.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +1.4% |
| 7D | +8.7% | -1.8% | +10.6% | +11.0% |
| 30D | +16.9% | -2.5% | +19.4% | +20.4% |
| 3M | +40.4% | +3.0% | +37.4% | +35.7% |
| 6M | +267.1% | +8.9% | +258.2% | +234.8% |
| YTD | +329.1% | +13.0% | +316.1% | +277.5% |
| 1Y | +346.9% | +16.2% | +330.7% | +281.5% |
| 3Y | +696.6% | +52.7% | +643.9% | +420.4% |
| 5Y | +1,106.2% | +50.5% | +1,055.7% | +709.0% |
| 10Y | +4,177.7% | +209.8% | +3,967.9% | +1,410.1% |
| All | +4,177.7% | +203.7% | +3,974.1% | +1,410.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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