+2,954.5%
DELL vs RSP
+213.4%
+2,741.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -18.1% | +0.7% | -18.9% | -18.6% |
| 30D | -42.9% | +3.7% | -46.5% | -45.1% |
| 3M | -26.9% | +0.7% | -27.5% | -27.2% |
| 6M | +28.8% | +9.0% | +19.7% | +17.2% |
| YTD | +168.4% | +16.7% | +151.8% | +128.2% |
| 1Y | +136.8% | +19.0% | +117.8% | +97.4% |
| 3Y | +375.3% | +64.7% | +310.6% | +187.1% |
| 5Y | +551.0% | +49.6% | +501.4% | +338.1% |
| 10Y | +2,566.3% | +213.2% | +2,353.1% | +812.8% |
| All | +2,954.5% | +213.4% | +2,741.0% | +952.8% |
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