+947.8%
PCAR vs QID
-100.0%
+1,047.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | 0.0% |
| 7D | -0.5% | -0.6% | +0.1% | -0.7% |
| 30D | -6.2% | 0.0% | -6.2% | -6.1% |
| 3M | +5.9% | +3.7% | +2.2% | +9.4% |
| 6M | +0.4% | -29.9% | +30.2% | -12.6% |
| YTD | +14.8% | -28.8% | +43.6% | +1.1% |
| 1Y | +30.1% | -37.2% | +67.3% | +8.8% |
| 3Y | +66.7% | -73.7% | +140.4% | +1.1% |
| 5Y | +166.1% | -80.7% | +246.9% | +59.9% |
| 10Y | +353.7% | -99.1% | +452.8% | -39.6% |
| All | +947.8% | -100.0% | +1,047.8% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 all: compounded portfolio wealth divided by compounded QID 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…
all analysis · Full analysis span regression · 6 months rolling