+31.8%
PCAR vs BUD
+49.3%
-17.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -2.1% |
| 7D | +0.1% | +4.5% | -4.4% | -0.8% |
| 30D | -4.6% | +12.5% | -17.1% | -6.6% |
| 3M | -22.6% | 0.0% | -22.6% | -22.7% |
| 6M | -12.0% | +3.8% | -15.8% | -12.8% |
| YTD | -6.1% | +33.1% | -39.1% | -11.4% |
| 1Y | +6.3% | +35.5% | -29.2% | -0.1% |
| 3Y | +31.8% | +49.4% | -17.6% | +17.6% |
| All | +31.8% | +49.3% | -17.6% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling