+346.9%
DELL vs PTC
-39.6%
+386.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.5% | 0.0% |
| 7D | +8.7% | -13.6% | +22.3% | +7.4% |
| 30D | +16.9% | -14.7% | +31.6% | +15.5% |
| 3M | +40.4% | -5.9% | +46.3% | +44.3% |
| 6M | +267.1% | -21.1% | +288.2% | +308.7% |
| YTD | +329.1% | -26.0% | +355.1% | +393.5% |
| 1Y | +346.9% | -36.8% | +383.7% | +478.3% |
| All | +346.9% | -39.6% | +386.5% | +478.3% |
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