+143.3%
DELL vs RVTY
+74.0%
+69.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.5% | -6.3% | -7.8% |
| 7D | -24.6% | -3.6% | -21.0% | -23.3% |
| 30D | -32.5% | +1.4% | -33.8% | -32.5% |
| 3M | -20.2% | +43.2% | -63.4% | -29.4% |
| 6M | +76.5% | +84.5% | -8.0% | +40.2% |
| YTD | +198.9% | +65.2% | +133.7% | +143.4% |
| 1Y | +143.3% | +74.3% | +69.0% | +92.4% |
| All | +143.3% | +74.0% | +69.3% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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