+359.1%
PCAR vs RGEN
+406.9%
-47.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.8% |
| 7D | 0.0% | -0.9% | +0.9% | +0.2% |
| 30D | -7.7% | +2.8% | -10.6% | -8.2% |
| 3M | +3.7% | +34.5% | -30.8% | -1.2% |
| 6M | +2.3% | +40.5% | -38.1% | -3.6% |
| YTD | +12.8% | +2.8% | +9.9% | +11.2% |
| 1Y | +27.8% | +39.6% | -11.9% | +20.0% |
| 3Y | +61.8% | +4.4% | +57.4% | +53.8% |
| 5Y | +168.2% | -42.8% | +211.0% | +167.6% |
| 10Y | +359.1% | +406.7% | -47.6% | +183.2% |
| All | +359.1% | +406.9% | -47.8% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling