+106.6%
PCAR vs IBB
+37.5%
+69.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.1% | -3.2% |
| 7D | +0.1% | -1.8% | +1.9% | +0.8% |
| 30D | -4.6% | +5.1% | -9.6% | -6.9% |
| 3M | -22.6% | +10.7% | -33.3% | -26.6% |
| 6M | -12.0% | +22.9% | -34.9% | -20.9% |
| YTD | -6.1% | +26.7% | -32.8% | -17.1% |
| 1Y | +6.3% | +35.1% | -28.8% | -9.1% |
| 3Y | +31.8% | +80.2% | -48.4% | -2.3% |
| All | +106.6% | +37.5% | +69.2% | +45.6% |
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