+278.2%
PCAR vs AMC
-98.7%
+376.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | +3.8% | +5.5% | -1.7% | +3.7% |
| 30D | -2.0% | +16.1% | -18.1% | -2.3% |
| 3M | -19.1% | +43.0% | -62.1% | -19.7% |
| 6M | -6.8% | +130.7% | -137.5% | -8.8% |
| YTD | -2.5% | +121.8% | -124.3% | -4.7% |
| 1Y | +9.7% | +40.7% | -31.0% | +8.1% |
| 3Y | +34.0% | -56.8% | +90.8% | +33.6% |
| 5Y | +113.3% | -99.1% | +212.4% | +122.6% |
| 10Y | +278.2% | -98.7% | +376.9% | +271.6% |
| All | +278.2% | -98.7% | +376.9% | +271.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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