+375.3%
DELL vs RSP
+66.0%
+309.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -18.1% | +0.7% | -18.9% | -18.8% |
| 30D | -42.9% | +3.7% | -46.5% | -46.1% |
| 3M | -26.9% | +0.7% | -27.5% | -27.4% |
| 6M | +28.8% | +9.0% | +19.7% | +11.9% |
| YTD | +168.4% | +16.7% | +151.8% | +111.2% |
| 1Y | +136.8% | +19.0% | +117.8% | +80.9% |
| 3Y | +375.3% | +64.7% | +310.6% | +193.4% |
| All | +375.3% | +66.0% | +309.4% | +193.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling