+1,055.3%
DELL vs RTX
+162.0%
+893.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.4% |
| 7D | -1.9% | -2.0% | +0.1% | -1.3% |
| 30D | +14.9% | -11.2% | +26.1% | +19.5% |
| 3M | +37.2% | +12.0% | +25.2% | +30.8% |
| 6M | +254.0% | -3.6% | +257.6% | +255.8% |
| YTD | +306.1% | +9.2% | +296.9% | +288.4% |
| 1Y | +312.3% | +29.7% | +282.6% | +268.3% |
| 3Y | +654.0% | +152.0% | +502.1% | +405.9% |
| 5Y | +1,055.3% | +165.8% | +889.6% | +615.3% |
| All | +1,055.3% | +162.0% | +893.3% | +615.3% |
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