+9.3%
PCAR vs BUD
+38.6%
-29.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | +3.5% | +6.0% | -2.6% | +2.1% |
| 30D | -2.3% | +11.3% | -13.6% | -4.6% |
| 3M | -19.3% | +3.6% | -22.9% | -20.2% |
| 6M | -7.1% | +7.7% | -14.8% | -9.2% |
| YTD | -2.8% | +36.4% | -39.2% | -13.8% |
| 1Y | +9.3% | +37.8% | -28.6% | -4.3% |
| All | +9.3% | +38.6% | -29.3% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling