+2,662.4%
DELL vs PTC
+312.5%
+2,349.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.1% | -7.0% | -7.1% |
| 7D | +4.9% | +0.5% | +4.4% | +4.7% |
| 30D | -32.1% | +1.2% | -33.3% | -32.4% |
| 3M | -30.2% | +27.4% | -57.6% | -38.1% |
| 6M | +41.7% | +39.2% | +2.5% | +18.5% |
| YTD | +176.6% | +12.5% | +164.1% | +153.0% |
| 1Y | +159.9% | +12.3% | +147.7% | +138.1% |
| 3Y | +388.0% | +28.8% | +359.1% | +314.6% |
| 5Y | +578.2% | +60.9% | +517.3% | +411.6% |
| All | +2,662.4% | +312.5% | +2,349.9% | +1,163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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