+51.7%
DELL vs RSP
+9.7%
+42.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.8% | +11.0% | +10.3% |
| 7D | +0.4% | -0.3% | +0.7% | +1.6% |
| 30D | -35.1% | +4.4% | -39.6% | -38.9% |
| 3M | -15.1% | +1.3% | -16.4% | -15.7% |
| 6M | +51.7% | +10.0% | +41.7% | +21.0% |
| All | +51.7% | +9.7% | +42.0% | +21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling