+4,681.2%
DELL vs RTX
+269.1%
+4,412.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +14.9% | -5.2% | +20.0% | +17.5% |
| 30D | +13.3% | -9.4% | +22.7% | +18.2% |
| 3M | +24.4% | +12.3% | +12.1% | +16.9% |
| 6M | +258.0% | -3.1% | +261.1% | +258.6% |
| YTD | +320.2% | +10.7% | +309.5% | +294.8% |
| 1Y | +319.1% | +28.4% | +290.6% | +266.4% |
| 3Y | +706.5% | +147.1% | +559.5% | +400.2% |
| 5Y | +1,071.9% | +167.2% | +904.7% | +588.7% |
| 10Y | +4,683.5% | +274.7% | +4,408.7% | +2,394.7% |
| All | +4,681.2% | +269.1% | +4,412.1% | +2,421.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling