+4,681.2%
DELL vs PTC
+239.2%
+4,442.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.0% | +7.5% | +4.0% |
| 7D | +14.9% | -10.3% | +25.1% | +19.8% |
| 30D | +13.3% | +1.1% | +12.1% | +11.8% |
| 3M | +24.4% | +1.6% | +22.8% | +20.1% |
| 6M | +258.0% | -13.5% | +271.5% | +270.4% |
| YTD | +320.2% | -19.1% | +339.2% | +347.2% |
| 1Y | +319.1% | -33.9% | +352.9% | +389.9% |
| 3Y | +706.5% | -3.9% | +710.4% | +683.7% |
| 5Y | +1,071.9% | +6.0% | +1,065.9% | +965.2% |
| 10Y | +4,683.5% | +223.7% | +4,459.7% | +2,364.8% |
| All | +4,681.2% | +239.2% | +4,442.1% | +2,271.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling