+678.3%
DELL vs RTX
+161.5%
+516.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +8.7% | -1.6% | +10.4% | +9.1% |
| 30D | +16.9% | -11.6% | +28.5% | +20.0% |
| 3M | +40.4% | +9.2% | +31.3% | +36.8% |
| 6M | +267.1% | -4.4% | +271.5% | +270.2% |
| YTD | +329.1% | +8.9% | +320.2% | +316.8% |
| 1Y | +346.9% | +32.1% | +314.8% | +312.7% |
| All | +678.3% | +161.5% | +516.8% | +568.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling