+12,304.7%
PCAR vs GEN
+8,588.0%
+3,716.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.9% |
| 7D | +0.1% | +2.3% | -2.2% | -0.3% |
| 30D | -4.6% | +33.1% | -37.6% | -9.9% |
| 3M | -22.6% | +6.5% | -29.1% | -24.0% |
| 6M | -12.0% | +53.8% | -65.8% | -20.0% |
| YTD | -6.1% | +11.2% | -17.3% | -9.7% |
| 1Y | +6.3% | +19.4% | -13.1% | +0.9% |
| 3Y | +31.8% | +81.0% | -49.2% | +14.5% |
| 5Y | +104.2% | +33.4% | +70.7% | +84.9% |
| 10Y | +302.9% | +164.3% | +138.6% | +204.6% |
| All | +12,304.7% | +8,588.0% | +3,716.7% | +4,057.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling