+285.9%
PCAR vs INDA
+115.8%
+170.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | +2.1% | +3.1% | -1.0% | +0.6% |
| 30D | -1.2% | +9.1% | -10.3% | -5.3% |
| 3M | -18.6% | +3.2% | -21.8% | -19.9% |
| 6M | -5.1% | +8.5% | -13.6% | -8.8% |
| YTD | -1.8% | -4.6% | +2.9% | +0.3% |
| 1Y | +10.6% | -5.5% | +16.2% | +13.4% |
| 3Y | +34.9% | +16.7% | +18.2% | +24.1% |
| 5Y | +114.0% | +9.0% | +105.0% | +102.2% |
| All | +285.9% | +115.8% | +170.1% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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