+1,106.2%
DELL vs RVTY
-34.2%
+1,140.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +1.2% |
| 7D | +8.7% | -5.4% | +14.2% | +10.8% |
| 30D | +16.9% | +6.7% | +10.1% | +14.4% |
| 3M | +40.4% | +19.0% | +21.4% | +31.2% |
| 6M | +267.1% | +34.6% | +232.4% | +227.5% |
| YTD | +329.1% | +28.3% | +300.8% | +288.0% |
| 1Y | +346.9% | +46.0% | +300.9% | +285.2% |
| 3Y | +696.6% | +16.9% | +679.8% | +620.7% |
| 5Y | +1,106.2% | -32.9% | +1,139.1% | +1,153.4% |
| All | +1,106.2% | -34.2% | +1,140.4% | +1,153.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling