+276.9%
PCAR vs ARWR
+1,055.7%
-778.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +3.5% | -17.7% | +21.2% | +4.9% |
| 30D | -2.3% | -21.9% | +19.6% | -0.5% |
| 3M | -19.3% | -44.5% | +25.2% | -15.7% |
| 6M | -7.1% | -32.6% | +25.5% | -4.7% |
| YTD | -2.8% | -26.2% | +23.4% | -1.2% |
| 1Y | +9.3% | +23.0% | -13.7% | +6.2% |
| 3Y | +33.5% | +81.8% | -48.2% | +21.5% |
| 5Y | +112.6% | -36.0% | +148.7% | +102.3% |
| 10Y | +276.9% | +1,039.5% | -762.6% | +200.3% |
| All | +276.9% | +1,055.7% | -778.7% | +200.3% |
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