+3,290.5%
DELL vs RTX
+264.7%
+3,025.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | 0.0% |
| 7D | +17.1% | +3.4% | +13.7% | +15.4% |
| 30D | -35.1% | +8.4% | -43.5% | -37.5% |
| 3M | -23.3% | -10.7% | -12.6% | -19.6% |
| 6M | +55.8% | +11.7% | +44.1% | +46.3% |
| YTD | +198.0% | +9.3% | +188.6% | +180.9% |
| 1Y | +166.6% | +13.3% | +153.3% | +147.0% |
| 3Y | +427.6% | +156.1% | +271.5% | +222.4% |
| 5Y | +630.6% | +148.5% | +482.1% | +344.3% |
| 10Y | +2,866.3% | +263.6% | +2,602.7% | +1,419.3% |
| All | +3,290.5% | +264.7% | +3,025.9% | +1,694.4% |
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