+4,177.7%
DELL vs PTC
+196.2%
+3,981.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.5% | +1.6% |
| 7D | +8.7% | -13.6% | +22.3% | +15.1% |
| 30D | +16.9% | -14.7% | +31.6% | +23.8% |
| 3M | +40.4% | -5.9% | +46.3% | +39.6% |
| 6M | +267.1% | -21.1% | +288.2% | +293.8% |
| YTD | +329.1% | -26.0% | +355.1% | +372.9% |
| 1Y | +346.9% | -36.8% | +383.7% | +430.1% |
| 3Y | +696.6% | -10.3% | +706.9% | +694.3% |
| 5Y | +1,106.2% | +1.2% | +1,105.0% | +1,015.1% |
| 10Y | +4,177.7% | +198.3% | +3,979.5% | +2,186.7% |
| All | +4,177.7% | +196.2% | +3,981.6% | +2,186.7% |
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