+358.3%
DELL vs RVMD
+375.0%
-16.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | -3.0% | +11.2% | +8.7% |
| 30D | +17.1% | -0.7% | +17.8% | +17.2% |
| 3M | +45.2% | +36.5% | +8.6% | +40.5% |
| 6M | +286.8% | +104.6% | +182.2% | +260.8% |
| YTD | +354.8% | +155.8% | +198.9% | +325.6% |
| 1Y | +358.3% | +340.7% | +17.6% | +287.9% |
| All | +358.3% | +375.0% | -16.7% | +287.9% |
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