+35.8%
PCAR vs BEN
+86.4%
-50.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | +4.9% | +6.8% | -1.9% | +2.6% |
| 30D | -1.4% | +18.0% | -19.4% | -6.9% |
| 3M | -18.1% | +7.5% | -25.6% | -20.3% |
| 6M | -4.0% | +14.7% | -18.7% | -8.7% |
| YTD | -1.5% | +56.1% | -57.5% | -16.2% |
| 1Y | +13.2% | +69.6% | -56.4% | -6.5% |
| 3Y | +35.8% | +87.7% | -51.9% | +4.8% |
| All | +35.8% | +86.4% | -50.6% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling