+35.0%
PCAR vs ACWI
+70.4%
-35.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.3% | +1.9% |
| 7D | +2.2% | -4.0% | +6.2% | +6.0% |
| 30D | -4.4% | -5.8% | +1.4% | +0.9% |
| 3M | -21.4% | -5.0% | -16.4% | -17.8% |
| 6M | -7.3% | +0.7% | -8.0% | -8.2% |
| YTD | -3.8% | +8.4% | -12.2% | -11.1% |
| 1Y | +6.3% | +10.1% | -3.8% | -3.2% |
| All | +35.0% | +70.4% | -35.4% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling