+15,068.3%
PCAR vs BEN
+4,913.3%
+10,155.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -1.5% |
| 7D | -0.5% | +0.2% | -0.7% | -0.7% |
| 30D | -6.2% | -0.5% | -5.7% | -6.1% |
| 3M | +5.9% | +9.7% | -3.8% | +1.1% |
| 6M | +0.4% | +33.9% | -33.5% | -13.3% |
| YTD | +14.8% | +49.0% | -34.2% | -5.9% |
| 1Y | +30.1% | +42.1% | -12.0% | +8.6% |
| 3Y | +66.7% | +51.9% | +14.8% | +30.4% |
| 5Y | +166.1% | +39.0% | +127.1% | +109.2% |
| 10Y | +353.7% | +57.9% | +295.8% | +209.8% |
| All | +15,068.3% | +4,913.3% | +10,155.0% | +3,239.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling