+109.2%
PCAR vs IBB
+34.6%
+74.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.5% | +0.7% |
| 7D | +2.2% | -3.6% | +5.8% | +3.8% |
| 30D | -4.4% | +3.4% | -7.8% | -6.0% |
| 3M | -21.4% | +9.5% | -30.9% | -25.2% |
| 6M | -7.3% | +23.3% | -30.6% | -16.9% |
| YTD | -3.8% | +24.5% | -28.3% | -14.4% |
| 1Y | +6.3% | +32.9% | -26.6% | -8.4% |
| 3Y | +34.4% | +76.6% | -42.2% | +0.6% |
| 5Y | +109.2% | +35.5% | +73.7% | +45.7% |
| All | +109.2% | +34.6% | +74.6% | +45.7% |
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