+756.9%
PCAR vs QID
-100.0%
+856.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -3.6% |
| 7D | +0.1% | +9.4% | -9.3% | +4.5% |
| 30D | -4.6% | +31.2% | -35.8% | +8.5% |
| 3M | -22.6% | +17.4% | -40.0% | -16.2% |
| 6M | -12.0% | +8.4% | -20.4% | -6.7% |
| YTD | -6.1% | -15.8% | +9.7% | -10.4% |
| 1Y | +6.3% | -16.3% | +22.7% | +1.5% |
| 3Y | +31.8% | -70.4% | +102.2% | -15.9% |
| 5Y | +104.2% | -74.8% | +179.0% | +39.8% |
| 10Y | +302.9% | -99.0% | +401.9% | -43.8% |
| All | +756.9% | -100.0% | +856.9% | -75.6% |
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