+15,068.3%
PCAR vs D
+2,347.4%
+12,720.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.5% | +1.5% | -2.0% | -1.2% |
| 30D | -6.2% | -2.6% | -3.6% | -5.0% |
| 3M | +5.9% | 0.0% | +5.9% | +5.7% |
| 6M | +0.4% | +7.4% | -7.0% | -3.7% |
| YTD | +14.8% | +15.9% | -1.0% | +5.9% |
| 1Y | +30.1% | +18.1% | +12.0% | +18.4% |
| 3Y | +66.7% | +58.4% | +8.3% | +26.4% |
| 5Y | +166.1% | +5.2% | +160.9% | +144.5% |
| 10Y | +353.7% | +35.9% | +317.8% | +229.9% |
| All | +15,068.3% | +2,347.4% | +12,720.9% | +1,690.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling