+294.0%
PCAR vs DAR
+268.8%
+25.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | +0.1% | -9.9% | +10.0% | +2.6% |
| 30D | -4.6% | -16.4% | +11.8% | -0.5% |
| 3M | -22.6% | -17.1% | -5.5% | -19.4% |
| 6M | -12.0% | -20.5% | +8.5% | -7.7% |
| YTD | -6.1% | +39.4% | -45.5% | -15.2% |
| 1Y | +6.3% | +57.2% | -50.9% | -7.1% |
| 3Y | +31.8% | +13.9% | +17.9% | +20.0% |
| 5Y | +104.2% | -40.8% | +145.0% | +116.9% |
| All | +294.0% | +268.8% | +25.2% | +113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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