+294.0%
PCAR vs ARWR
+906.2%
-612.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.6% | -2.5% |
| 7D | +0.1% | -2.9% | +3.0% | +0.3% |
| 30D | -4.6% | -5.4% | +0.8% | -4.2% |
| 3M | -22.6% | -32.2% | +9.7% | -20.3% |
| 6M | -12.0% | -26.5% | +14.5% | -10.2% |
| YTD | -6.1% | -12.4% | +6.3% | -5.8% |
| 1Y | +6.3% | +46.9% | -40.5% | +2.2% |
| 3Y | +31.8% | +116.0% | -84.2% | +19.1% |
| 5Y | +104.2% | -28.0% | +132.1% | +92.8% |
| All | +294.0% | +906.2% | -612.3% | +221.4% |
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