+12.2%
PCAR vs IBB
+42.2%
-30.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +3.3% |
| 7D | +3.7% | +2.2% | +1.4% | +3.0% |
| 30D | -2.9% | +6.3% | -9.3% | -4.7% |
| 3M | -21.7% | +16.3% | -38.0% | -26.1% |
| 6M | -6.6% | +30.0% | -36.6% | -16.8% |
| YTD | -2.2% | +31.1% | -33.4% | -14.4% |
| 1Y | +12.2% | +42.0% | -29.7% | -7.4% |
| All | +12.2% | +42.2% | -30.0% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling