+4,062.5%
DELL vs PCAR
+357.6%
+3,704.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.6% | +2.9% |
| 7D | +25.6% | 0.0% | +25.6% | +25.6% |
| 30D | +17.7% | -7.7% | +25.4% | +23.2% |
| 3M | +33.4% | +3.7% | +29.7% | +29.9% |
| 6M | +266.2% | +2.3% | +263.9% | +258.1% |
| YTD | +328.0% | +12.8% | +315.2% | +295.9% |
| 1Y | +339.6% | +27.8% | +311.8% | +274.9% |
| 3Y | +694.6% | +61.8% | +632.8% | +476.6% |
| 5Y | +1,122.0% | +168.2% | +953.8% | +552.9% |
| 10Y | +4,062.5% | +359.1% | +3,703.4% | +1,627.1% |
| All | +4,062.5% | +357.6% | +3,704.9% | +1,627.1% |
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