+346.9%
DELL vs PCG
-1.5%
+348.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.5% | +0.2% |
| 7D | +8.7% | +6.5% | +2.3% | +8.9% |
| 30D | +16.9% | -16.7% | +33.6% | +18.7% |
| 3M | +40.4% | -14.2% | +54.6% | +42.8% |
| 6M | +267.1% | -21.5% | +288.5% | +281.5% |
| YTD | +329.1% | -11.2% | +340.3% | +328.9% |
| 1Y | +346.9% | -4.2% | +351.1% | +348.7% |
| All | +346.9% | -1.5% | +348.4% | +348.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling