+293.0%
PCAR vs ARWR
+921.6%
-628.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -15.3% | +19.0% | +4.9% |
| 7D | +2.9% | -17.3% | +20.3% | +4.3% |
| 30D | -2.1% | -21.5% | +19.4% | -0.4% |
| 3M | -20.4% | -43.8% | +23.5% | -16.8% |
| 6M | -7.0% | -32.3% | +25.3% | -4.5% |
| YTD | -2.6% | -25.8% | +23.2% | -1.1% |
| 1Y | +9.8% | +25.5% | -15.7% | +6.5% |
| 3Y | +37.3% | +84.1% | -46.9% | +24.7% |
| 5Y | +116.4% | -39.2% | +155.7% | +106.6% |
| 10Y | +293.0% | +1,072.4% | -779.4% | +213.0% |
| All | +293.0% | +921.6% | -628.6% | +213.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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