+621.6%
DELL vs RTX
+146.4%
+475.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.2% |
| 7D | +17.1% | +3.4% | +13.7% | +15.9% |
| 30D | -35.1% | +8.4% | -43.5% | -36.7% |
| 3M | -23.3% | -10.7% | -12.6% | -20.5% |
| 6M | +55.8% | +11.7% | +44.1% | +48.7% |
| YTD | +198.0% | +9.3% | +188.6% | +185.3% |
| 1Y | +166.6% | +13.3% | +153.3% | +151.7% |
| 3Y | +427.6% | +156.1% | +271.5% | +258.0% |
| All | +621.6% | +146.4% | +475.2% | +378.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling