+143.3%
DELL vs RTX
+14.1%
+129.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.6% | -6.2% | -8.8% |
| 7D | -24.6% | +1.3% | -25.9% | -24.5% |
| 30D | -32.5% | +7.6% | -40.1% | -32.6% |
| 3M | -20.2% | -8.6% | -11.6% | -18.8% |
| 6M | +76.5% | +15.6% | +60.8% | +70.4% |
| YTD | +198.9% | +9.4% | +189.6% | +188.7% |
| 1Y | +143.3% | +14.7% | +128.7% | +126.6% |
| All | +143.3% | +14.1% | +129.3% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling