+13.2%
PCAR vs IWD
+28.9%
-15.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | 0.0% |
| 7D | +4.9% | +2.3% | +2.7% | +1.5% |
| 30D | -1.4% | +3.6% | -5.0% | -6.7% |
| 3M | -18.1% | +2.2% | -20.3% | -20.9% |
| 6M | -4.0% | +13.0% | -17.0% | -20.8% |
| YTD | -1.5% | +26.5% | -28.0% | -31.9% |
| 1Y | +13.2% | +30.1% | -17.0% | -25.2% |
| All | +13.2% | +28.9% | -15.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling