+32.4%
PCAR vs AMIX
-99.9%
+132.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.2% |
| 7D | -0.5% | -13.7% | +13.2% | -0.4% |
| 30D | -6.2% | -62.1% | +55.8% | -5.7% |
| 3M | +5.9% | -46.2% | +52.1% | +4.7% |
| 6M | +0.4% | -46.4% | +46.8% | -0.8% |
| YTD | +14.8% | -60.3% | +75.1% | +13.7% |
| 1Y | +30.1% | -79.7% | +109.8% | +29.4% |
| All | +32.4% | -99.9% | +132.2% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling