+287.1%
PCAR vs BIL
+26.1%
+261.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +4.9% | +0.1% | +4.9% | +4.9% |
| 30D | -1.4% | +0.3% | -1.8% | -1.5% |
| 3M | -18.1% | +1.0% | -19.1% | -18.3% |
| 6M | -4.0% | +1.9% | -5.9% | -4.5% |
| YTD | -1.5% | +3.2% | -4.6% | -3.0% |
| 1Y | +13.2% | +3.7% | +9.5% | +11.0% |
| 3Y | +35.8% | +13.8% | +22.0% | +19.0% |
| 5Y | +114.6% | +20.3% | +94.4% | +72.8% |
| All | +287.1% | +26.1% | +261.0% | +171.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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