+180.0%
DELL vs PTC
+10.9%
+169.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +17.1% | +0.8% | +16.3% | +17.2% |
| 30D | -35.1% | +1.2% | -36.3% | -35.0% |
| 3M | -23.3% | +32.6% | -55.9% | -19.8% |
| 6M | +55.8% | +36.1% | +19.7% | +74.2% |
| YTD | +198.0% | +12.7% | +185.3% | +267.4% |
| All | +180.0% | +10.9% | +169.2% | +245.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling