+309.2%
DELL vs RTX
+29.7%
+279.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.4% |
| 7D | -1.9% | -2.0% | +0.1% | -1.6% |
| 30D | +14.9% | -11.2% | +26.1% | +17.3% |
| 3M | +37.2% | +12.0% | +25.2% | +32.3% |
| 6M | +254.0% | -3.6% | +257.6% | +260.7% |
| YTD | +306.1% | +9.2% | +296.9% | +289.9% |
| All | +309.2% | +29.7% | +279.6% | +261.0% |
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