+15,068.3%
PCAR vs TECH
+101,053.9%
-85,985.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -6.2% | +0.7% | -6.9% | -6.4% |
| 3M | +5.9% | +36.3% | -30.5% | -0.3% |
| 6M | +0.4% | +25.6% | -25.2% | -4.9% |
| YTD | +14.8% | +23.7% | -8.9% | +8.8% |
| 1Y | +30.1% | +37.6% | -7.5% | +20.4% |
| 3Y | +66.7% | -6.6% | +73.2% | +62.7% |
| 5Y | +166.1% | -42.2% | +208.4% | +178.2% |
| 10Y | +353.7% | +187.6% | +166.1% | +248.5% |
| All | +15,068.3% | +101,053.9% | -85,985.6% | +8,133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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