+293.0%
PCAR vs BUD
-8.7%
+301.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.3% | +2.3% | +3.3% |
| 7D | +2.9% | +1.3% | +1.6% | +2.5% |
| 30D | -2.1% | +10.0% | -12.2% | -5.0% |
| 3M | -20.4% | +1.6% | -21.9% | -20.9% |
| 6M | -7.0% | +6.5% | -13.5% | -9.2% |
| YTD | -2.6% | +34.8% | -37.5% | -12.0% |
| 1Y | +9.8% | +36.5% | -26.7% | -1.2% |
| 3Y | +37.3% | +49.0% | -11.7% | +18.0% |
| 5Y | +116.4% | +51.7% | +64.8% | +81.7% |
| 10Y | +293.0% | -7.5% | +300.5% | +254.0% |
| All | +293.0% | -8.7% | +301.7% | +254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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