+293.0%
PCAR vs BEN
+70.4%
+222.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.3% | -2.7% | +1.0% |
| 7D | +2.9% | +12.2% | -9.3% | -2.0% |
| 30D | -2.1% | +12.1% | -14.2% | -6.9% |
| 3M | -20.4% | +7.3% | -27.7% | -22.9% |
| 6M | -7.0% | +17.9% | -24.8% | -13.6% |
| YTD | -2.6% | +55.4% | -58.1% | -20.1% |
| 1Y | +9.8% | +69.3% | -59.6% | -13.1% |
| 3Y | +37.3% | +82.8% | -45.6% | +1.6% |
| 5Y | +116.4% | +28.8% | +87.7% | +81.7% |
| 10Y | +293.0% | +53.9% | +239.1% | +184.5% |
| All | +293.0% | +70.4% | +222.5% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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