+12,784.0%
PCAR vs GEN
+8,652.2%
+4,131.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | +3.8% | +1.0% | +2.8% | +3.6% |
| 30D | -2.0% | +29.1% | -31.0% | -6.9% |
| 3M | -19.1% | +2.9% | -22.0% | -20.1% |
| 6M | -6.8% | +33.6% | -40.4% | -12.8% |
| YTD | -2.5% | +12.0% | -14.5% | -6.3% |
| 1Y | +9.7% | +16.2% | -6.5% | +4.6% |
| 3Y | +34.0% | +65.1% | -31.1% | +18.5% |
| 5Y | +113.3% | +33.3% | +80.0% | +93.3% |
| 10Y | +278.2% | +149.7% | +128.5% | +189.0% |
| All | +12,784.0% | +8,652.2% | +4,131.8% | +4,211.6% |
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 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