+278.2%
PCAR vs ARWR
+1,055.7%
-777.5%
-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% | +0.7% | +0.2% |
| 7D | +3.8% | -17.7% | +21.5% | +5.3% |
| 30D | -2.0% | -21.9% | +20.0% | -0.2% |
| 3M | -19.1% | -44.5% | +25.4% | -15.4% |
| 6M | -6.8% | -32.6% | +25.8% | -4.3% |
| YTD | -2.5% | -26.2% | +23.7% | -0.9% |
| 1Y | +9.7% | +23.0% | -13.3% | +6.5% |
| 3Y | +34.0% | +81.8% | -47.8% | +21.9% |
| 5Y | +113.3% | -36.0% | +149.4% | +103.0% |
| 10Y | +278.2% | +1,039.5% | -761.3% | +201.3% |
| All | +278.2% | +1,055.7% | -777.5% | +201.3% |
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