+425.7%
DELL vs RTX
+156.0%
+269.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | +17.1% | +3.4% | +13.7% | +16.3% |
| 30D | -35.1% | +8.4% | -43.5% | -36.0% |
| 3M | -23.3% | -10.7% | -12.6% | -21.3% |
| 6M | +55.8% | +11.7% | +44.1% | +50.9% |
| YTD | +198.0% | +9.3% | +188.6% | +189.6% |
| 1Y | +166.6% | +13.3% | +153.3% | +156.4% |
| All | +425.7% | +156.0% | +269.7% | +401.8% |
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