+427.0%
PCAR vs MUB
+78.3%
+348.7%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +0.1% | +0.7% | -0.6% | -0.1% |
| 30D | -4.6% | +4.4% | -8.9% | -5.3% |
| 3M | -22.6% | -0.2% | -22.4% | -22.6% |
| 6M | -12.0% | -0.6% | -11.4% | -11.9% |
| YTD | -6.1% | +0.3% | -6.4% | -6.1% |
| 1Y | +6.3% | +0.8% | +5.6% | +6.3% |
| 3Y | +31.8% | +12.0% | +19.8% | +30.0% |
| 5Y | +104.2% | +3.4% | +100.7% | +102.3% |
| 10Y | +302.9% | +20.7% | +282.3% | +305.3% |
| All | +427.0% | +78.3% | +348.7% | +451.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling