+367.9%
PCAR vs TGT
+208.0%
+159.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.7% | +0.3% |
| 7D | -0.2% | -3.6% | +3.4% | +0.7% |
| 30D | -6.9% | +4.4% | -11.3% | -8.0% |
| 3M | +2.1% | +25.4% | -23.3% | -3.9% |
| 6M | +1.6% | +33.4% | -31.8% | -6.1% |
| YTD | +12.2% | +65.6% | -53.4% | -2.1% |
| 1Y | +28.0% | +80.3% | -52.2% | +9.1% |
| 3Y | +61.0% | +42.1% | +18.8% | +40.7% |
| 5Y | +163.9% | -25.0% | +188.9% | +164.3% |
| 10Y | +367.9% | +208.2% | +159.7% | +229.6% |
| All | +367.9% | +208.0% | +159.9% | +229.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 10y: compounded portfolio wealth divided by compounded TGT 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…
10y analysis · Full analysis span regression · 6 months rolling