+2,662.4%
DELL vs RTX
+262.2%
+2,400.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.1% | -7.3% | -7.2% |
| 7D | +4.9% | +4.8% | +0.1% | +2.7% |
| 30D | -32.1% | +6.5% | -38.6% | -34.0% |
| 3M | -30.2% | -9.6% | -20.6% | -27.2% |
| 6M | +41.7% | +12.3% | +29.4% | +32.7% |
| YTD | +176.6% | +9.5% | +167.1% | +160.5% |
| 1Y | +159.9% | +15.8% | +144.1% | +138.2% |
| 3Y | +388.0% | +157.0% | +231.0% | +196.7% |
| 5Y | +578.2% | +148.8% | +429.4% | +310.7% |
| All | +2,662.4% | +262.2% | +2,400.2% | +1,313.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling