+290.9%
PCAR vs FND
+58.4%
+232.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.8% | -0.8% |
| 7D | 0.0% | +0.4% | -0.3% | -0.1% |
| 30D | -7.7% | -23.6% | +15.8% | -2.3% |
| 3M | +3.7% | +4.3% | -0.6% | +2.0% |
| 6M | +2.3% | -20.3% | +22.6% | +6.1% |
| YTD | +12.8% | -21.3% | +34.1% | +16.9% |
| 1Y | +27.8% | -45.4% | +73.1% | +42.9% |
| 3Y | +61.8% | -48.9% | +110.7% | +78.5% |
| 5Y | +168.2% | -61.0% | +229.2% | +199.7% |
| All | +290.9% | +58.4% | +232.4% | +239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FND 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling