+2,655.3%
DELL vs PCAR
+326.7%
+2,328.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.7% | +3.3% |
| 7D | -11.8% | +2.9% | -14.7% | -13.4% |
| 30D | -40.8% | -2.1% | -38.7% | -40.4% |
| 3M | -23.6% | -20.4% | -3.2% | -13.3% |
| 6M | +33.4% | -7.0% | +40.3% | +36.6% |
| YTD | +178.0% | -2.6% | +180.7% | +178.3% |
| 1Y | +138.6% | +9.8% | +128.8% | +122.1% |
| 3Y | +400.9% | +37.3% | +363.6% | +297.6% |
| 5Y | +580.7% | +116.4% | +464.3% | +307.7% |
| 10Y | +2,655.3% | +293.0% | +2,362.3% | +1,187.2% |
| All | +2,655.3% | +326.7% | +2,328.6% | +1,187.2% |
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 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