-76.0%
PCG vs DAL
+108.0%
-184.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.3% |
| 7D | +2.2% | -1.1% | +3.2% | +2.4% |
| 30D | +0.8% | +12.8% | -12.1% | -2.7% |
| 3M | -23.8% | -5.3% | -18.5% | -23.0% |
| 6M | -19.6% | +22.4% | -42.0% | -24.6% |
| YTD | -16.7% | +25.6% | -42.3% | -23.2% |
| 1Y | -19.4% | +45.5% | -64.9% | -28.8% |
| 3Y | -18.3% | +161.0% | -179.3% | -43.2% |
| 5Y | +10.4% | +112.2% | -101.8% | -21.1% |
| All | -76.0% | +108.0% | -184.0% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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