+3,313.5%
DELL vs RSP
+216.0%
+3,097.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.8% | +11.0% | +10.8% |
| 7D | +0.4% | -0.3% | +0.7% | +1.3% |
| 30D | -35.1% | +4.4% | -39.6% | -38.1% |
| 3M | -15.1% | +1.3% | -16.4% | -16.0% |
| 6M | +51.7% | +10.0% | +41.7% | +36.9% |
| YTD | +200.0% | +17.6% | +182.4% | +152.9% |
| 1Y | +172.1% | +19.2% | +152.9% | +126.4% |
| 3Y | +431.2% | +66.0% | +365.2% | +218.1% |
| 5Y | +633.1% | +50.4% | +582.7% | +390.4% |
| 10Y | +2,886.3% | +215.7% | +2,670.7% | +913.9% |
| All | +3,313.5% | +216.0% | +3,097.5% | +1,066.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling