+358.3%
DELL vs RVTY
+50.6%
+307.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.8% | +9.2% | +10.8% |
| 7D | +8.2% | -4.5% | +12.8% | +10.2% |
| 30D | +17.1% | +5.5% | +11.6% | +15.3% |
| 3M | +45.2% | +22.5% | +22.6% | +33.3% |
| 6M | +286.8% | +38.9% | +247.9% | +236.1% |
| YTD | +354.8% | +28.7% | +326.0% | +304.0% |
| 1Y | +358.3% | +45.5% | +312.8% | +281.5% |
| All | +358.3% | +50.6% | +307.6% | +281.5% |
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