+287.1%
PCAR vs GEN
+152.9%
+134.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.1% |
| 7D | +4.9% | +2.0% | +2.9% | +4.5% |
| 30D | -1.4% | +27.7% | -29.2% | -5.9% |
| 3M | -18.1% | +3.3% | -21.4% | -19.0% |
| 6M | -4.0% | +31.8% | -35.8% | -9.7% |
| YTD | -1.5% | +13.5% | -15.0% | -5.0% |
| 1Y | +13.2% | +16.0% | -2.9% | +8.6% |
| 3Y | +35.8% | +70.6% | -34.8% | +20.4% |
| 5Y | +114.6% | +32.1% | +82.5% | +95.5% |
| All | +287.1% | +152.9% | +134.2% | +186.6% |
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