+694.6%
DELL vs RVTY
+16.6%
+678.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.6% |
| 7D | +25.6% | +0.4% | +25.2% | +25.6% |
| 30D | +17.7% | +10.8% | +6.8% | +14.2% |
| 3M | +33.4% | +26.8% | +6.7% | +23.3% |
| 6M | +266.2% | +39.3% | +226.9% | +228.7% |
| YTD | +328.0% | +31.6% | +296.4% | +289.6% |
| 1Y | +339.6% | +47.7% | +291.9% | +286.9% |
| 3Y | +694.6% | +19.9% | +674.7% | +654.2% |
| All | +694.6% | +16.6% | +678.0% | +654.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling