+172.3%
PCAR vs IBB
+22.5%
+149.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +0.6% |
| 7D | -0.5% | +1.4% | -1.9% | -1.2% |
| 30D | -6.2% | +10.5% | -16.7% | -10.8% |
| 3M | +5.9% | +23.6% | -17.7% | -4.7% |
| 6M | +0.4% | +22.6% | -22.2% | -9.5% |
| YTD | +14.8% | +25.7% | -10.9% | +2.1% |
| 1Y | +30.1% | +51.4% | -21.3% | +5.7% |
| 3Y | +66.7% | +64.4% | +2.3% | +29.1% |
| All | +172.3% | +22.5% | +149.8% | +110.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling