+168.2%
PCAR vs AMCR
-9.8%
+178.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.0% |
| 7D | 0.0% | -1.8% | +1.9% | +0.8% |
| 30D | -7.7% | -6.0% | -1.7% | -5.2% |
| 3M | +3.7% | +18.9% | -15.2% | -4.4% |
| 6M | +2.3% | +5.7% | -3.3% | -1.1% |
| YTD | +12.8% | +11.1% | +1.7% | +5.9% |
| 1Y | +27.8% | +12.7% | +15.0% | +18.9% |
| 3Y | +61.8% | +9.6% | +52.2% | +49.4% |
| 5Y | +168.2% | -10.3% | +178.5% | +172.5% |
| All | +168.2% | -9.8% | +178.0% | +172.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling