+295.0%
PCAR vs GEN
+156.5%
+138.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +2.0% |
| 7D | +2.2% | -0.8% | +3.0% | +2.4% |
| 30D | +0.3% | +31.2% | -30.9% | -4.7% |
| 3M | -17.9% | +6.1% | -24.0% | -19.2% |
| 6M | -3.4% | +38.1% | -41.5% | -10.0% |
| YTD | -0.1% | +14.4% | -14.5% | -3.9% |
| 1Y | +13.4% | +15.1% | -1.7% | +9.0% |
| 3Y | +37.2% | +68.5% | -31.3% | +21.9% |
| 5Y | +117.3% | +35.8% | +81.5% | +97.0% |
| 10Y | +295.0% | +155.4% | +139.5% | +194.8% |
| All | +295.0% | +156.5% | +138.4% | +194.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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