+694.6%
DELL vs RSP
+54.0%
+640.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +3.5% |
| 7D | +25.6% | -0.4% | +26.0% | +26.5% |
| 30D | +17.7% | -1.5% | +19.2% | +20.7% |
| 3M | +33.4% | +4.8% | +28.6% | +23.3% |
| 6M | +266.2% | +10.3% | +255.9% | +214.8% |
| YTD | +328.0% | +14.1% | +313.9% | +251.7% |
| 1Y | +339.6% | +17.0% | +322.6% | +247.8% |
| 3Y | +694.6% | +54.2% | +640.4% | +406.9% |
| All | +694.6% | +54.0% | +640.6% | +406.9% |
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