+319.1%
DELL vs RVMD
+430.6%
-111.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | +14.9% | +1.0% | +13.9% | +14.7% |
| 30D | +13.3% | +6.4% | +6.8% | +12.4% |
| 3M | +24.4% | +34.9% | -10.5% | +20.6% |
| 6M | +258.0% | +107.6% | +150.5% | +234.3% |
| YTD | +320.2% | +163.7% | +156.5% | +293.3% |
| 1Y | +319.1% | +439.2% | -120.1% | +274.5% |
| All | +319.1% | +430.6% | -111.6% | +274.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 1y: compounded portfolio wealth divided by compounded RVMD 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…
1y analysis · Full analysis span regression · 6 months rolling