+33,435.9%
GILD vs PCAR
+11,949.4%
+21,486.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | +9.5% | -6.9% | +16.3% | +11.8% |
| 3M | +16.8% | +2.1% | +14.7% | +15.7% |
| 6M | +0.6% | +1.6% | -1.0% | -0.6% |
| YTD | +20.1% | +12.2% | +7.9% | +15.0% |
| 1Y | +29.1% | +28.0% | +1.1% | +18.1% |
| 3Y | +111.5% | +61.0% | +50.5% | +76.3% |
| 5Y | +147.6% | +163.9% | -16.4% | +73.7% |
| 10Y | +165.9% | +367.9% | -202.0% | +49.2% |
| All | +33,435.9% | +11,949.4% | +21,486.5% | +6,636.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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