+3,922.7%
DELL vs RVTY
+139.0%
+3,783.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -4.4% |
| 7D | -1.9% | -7.4% | +5.5% | +1.2% |
| 30D | +14.9% | +4.5% | +10.4% | +12.9% |
| 3M | +37.2% | +19.5% | +17.7% | +26.5% |
| 6M | +254.0% | +34.1% | +219.9% | +210.7% |
| YTD | +306.1% | +25.3% | +280.9% | +264.9% |
| 1Y | +312.3% | +47.0% | +265.3% | +245.5% |
| 3Y | +654.0% | +14.1% | +639.9% | +571.0% |
| 5Y | +1,055.3% | -34.6% | +1,089.9% | +1,190.9% |
| All | +3,922.7% | +139.0% | +3,783.7% | +2,172.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling