+172.3%
PCAR vs BEN
+39.3%
+133.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -1.2% |
| 7D | -0.5% | +0.2% | -0.7% | -0.6% |
| 30D | -6.2% | -0.5% | -5.7% | -6.1% |
| 3M | +5.9% | +9.7% | -3.8% | +2.1% |
| 6M | +0.4% | +33.9% | -33.5% | -10.6% |
| YTD | +14.8% | +49.0% | -34.2% | -2.0% |
| 1Y | +30.1% | +42.1% | -12.0% | +12.7% |
| 3Y | +66.7% | +51.9% | +14.8% | +36.5% |
| All | +172.3% | +39.3% | +133.0% | +118.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling