+159.9%
DELL vs RVTY
+66.4%
+93.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.7% | -5.5% | -6.4% |
| 7D | +4.9% | -0.5% | +5.3% | +5.2% |
| 30D | -32.1% | +1.5% | -33.6% | -31.6% |
| 3M | -30.2% | +31.5% | -61.7% | -36.1% |
| 6M | +41.7% | +62.7% | -21.0% | +17.7% |
| YTD | +176.6% | +60.0% | +116.6% | +128.4% |
| 1Y | +159.9% | +65.7% | +94.2% | +109.0% |
| All | +159.9% | +66.4% | +93.6% | +109.0% |
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