+293.0%
PCAR vs BBWI
-41.3%
+334.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.4% |
| 7D | +2.9% | -6.2% | +9.1% | +4.0% |
| 30D | -2.1% | +25.5% | -27.6% | -6.0% |
| 3M | -20.4% | +8.0% | -28.3% | -21.9% |
| 6M | -7.0% | +12.7% | -19.7% | -10.0% |
| YTD | -2.6% | +11.6% | -14.3% | -6.4% |
| 1Y | +9.8% | -0.9% | +10.7% | +6.6% |
| 3Y | +37.3% | -22.7% | +60.0% | +35.1% |
| 5Y | +116.4% | -67.2% | +183.6% | +139.4% |
| 10Y | +293.0% | -43.7% | +336.7% | +236.8% |
| All | +293.0% | -41.3% | +334.3% | +236.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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