+267.5%
ASX vs PCAR
+32.4%
+235.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | -0.7% | -0.5% | -0.2% | -0.4% |
| 30D | +2.0% | -6.2% | +8.2% | +5.7% |
| 3M | -1.3% | +5.9% | -7.2% | -4.0% |
| 6M | +71.4% | +0.4% | +71.0% | +68.3% |
| YTD | +135.3% | +14.8% | +120.5% | +126.9% |
| 1Y | +267.5% | +30.1% | +237.4% | +253.7% |
| All | +267.5% | +32.4% | +235.1% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 1y: compounded portfolio wealth divided by compounded PCAR 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…
1y analysis · Full analysis span regression · 6 months rolling