+4,177.7%
DELL vs PCG
-76.0%
+4,253.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.5% | +0.7% |
| 7D | +8.7% | +6.5% | +2.3% | +8.1% |
| 30D | +16.9% | -16.7% | +33.6% | +18.5% |
| 3M | +40.4% | -14.2% | +54.6% | +41.9% |
| 6M | +267.1% | -21.5% | +288.5% | +273.6% |
| YTD | +329.1% | -11.2% | +340.3% | +331.3% |
| 1Y | +346.9% | -4.2% | +351.1% | +345.6% |
| 3Y | +696.6% | -14.9% | +711.5% | +700.8% |
| 5Y | +1,106.2% | +54.2% | +1,051.9% | +1,048.6% |
| 10Y | +4,177.7% | -75.3% | +4,253.1% | +4,088.8% |
| All | +4,177.7% | -76.0% | +4,253.8% | +4,088.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PCG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling