+4,404.4%
DELL vs RTX
+286.0%
+4,118.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.1% |
| 7D | +8.2% | -1.5% | +9.8% | +9.0% |
| 30D | +17.1% | -11.0% | +28.1% | +23.2% |
| 3M | +45.2% | +7.7% | +37.5% | +39.1% |
| 6M | +286.8% | -3.9% | +290.7% | +288.8% |
| YTD | +354.8% | +9.0% | +345.8% | +330.1% |
| 1Y | +358.3% | +27.3% | +331.0% | +302.0% |
| 3Y | +724.9% | +172.9% | +552.0% | +387.1% |
| 5Y | +1,193.7% | +165.2% | +1,028.5% | +661.5% |
| All | +4,404.4% | +286.0% | +4,118.4% | +2,197.5% |
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