+359.1%
PCAR vs BEN
+56.5%
+302.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | 0.0% | +4.7% | -4.6% | -1.9% |
| 30D | -7.7% | +2.6% | -10.3% | -8.7% |
| 3M | +3.7% | +11.5% | -7.8% | -1.1% |
| 6M | +2.3% | +35.3% | -33.0% | -10.5% |
| YTD | +12.8% | +48.6% | -35.8% | -5.4% |
| 1Y | +27.8% | +46.7% | -18.9% | +7.4% |
| 3Y | +61.8% | +57.0% | +4.8% | +28.2% |
| 5Y | +168.2% | +41.8% | +126.4% | +114.6% |
| 10Y | +359.1% | +55.2% | +303.9% | +232.4% |
| All | +359.1% | +56.5% | +302.6% | +232.4% |
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