+319.1%
DELL vs PCAR
+32.4%
+286.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +14.9% | -0.5% | +15.4% | +15.2% |
| 30D | +13.3% | -6.2% | +19.5% | +16.3% |
| 3M | +24.4% | +5.9% | +18.5% | +21.4% |
| 6M | +258.0% | +0.4% | +257.6% | +261.2% |
| YTD | +320.2% | +14.8% | +305.4% | +313.4% |
| 1Y | +319.1% | +30.1% | +289.0% | +306.2% |
| All | +319.1% | +32.4% | +286.7% | +306.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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