+364.4%
PCAR vs URI
+1,179.9%
-815.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.2% |
| 30D | -6.2% | -12.9% | +6.7% | -1.5% |
| 3M | +5.9% | -6.7% | +12.6% | +8.1% |
| 6M | +0.4% | +19.0% | -18.6% | -7.4% |
| YTD | +14.8% | +25.5% | -10.7% | +2.9% |
| 1Y | +30.1% | +5.5% | +24.6% | +24.1% |
| 3Y | +66.7% | +111.3% | -44.7% | +18.5% |
| 5Y | +166.1% | +198.6% | -32.4% | +60.3% |
| All | +364.4% | +1,179.9% | -815.5% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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