+2,566.3%
DELL vs PCAR
+292.6%
+2,273.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -18.1% | +3.8% | -21.9% | -20.0% |
| 30D | -42.9% | -2.0% | -40.9% | -42.5% |
| 3M | -26.9% | -19.1% | -7.8% | -17.8% |
| 6M | +28.8% | -6.8% | +35.6% | +31.8% |
| YTD | +168.4% | -2.5% | +170.9% | +168.4% |
| 1Y | +136.8% | +9.7% | +127.2% | +120.6% |
| 3Y | +375.3% | +34.0% | +341.4% | +282.6% |
| 5Y | +551.0% | +113.3% | +437.7% | +292.1% |
| 10Y | +2,566.3% | +278.2% | +2,288.1% | +1,128.1% |
| All | +2,566.3% | +292.6% | +2,273.7% | +1,128.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling