+172.3%
PCAR vs GRMN
+75.1%
+97.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -0.5% | -2.9% | +2.4% | +0.4% |
| 30D | -6.2% | -8.4% | +2.2% | -3.7% |
| 3M | +5.9% | +15.0% | -9.1% | +0.7% |
| 6M | +0.4% | +11.2% | -10.8% | -3.7% |
| YTD | +14.8% | +37.7% | -22.9% | +2.8% |
| 1Y | +30.1% | +18.5% | +11.6% | +21.5% |
| 3Y | +66.7% | +175.8% | -109.2% | +13.0% |
| All | +172.3% | +75.1% | +97.2% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling