+358.3%
DELL vs PG
-5.2%
+363.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +12.6% |
| 7D | +8.2% | -0.8% | +9.0% | +7.7% |
| 30D | +17.1% | +0.8% | +16.3% | +17.4% |
| 3M | +45.2% | -1.3% | +46.5% | +45.0% |
| 6M | +286.8% | -3.8% | +290.6% | +289.8% |
| YTD | +354.8% | +3.6% | +351.2% | +382.1% |
| 1Y | +358.3% | -5.7% | +364.0% | +373.9% |
| All | +358.3% | -5.2% | +363.4% | +373.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PG.
Daily Out/Under-Performance
Portfolio return minus PG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PG 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 PG 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