+6.3%
PCAR vs NDAQ
+27.2%
-20.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.4% |
| 7D | +0.1% | +0.8% | -0.8% | 0.0% |
| 30D | -4.6% | +16.5% | -21.1% | -5.6% |
| 3M | -22.6% | +13.5% | -36.1% | -23.2% |
| 6M | -12.0% | +20.9% | -32.9% | -13.0% |
| YTD | -6.1% | +11.4% | -17.5% | -6.4% |
| 1Y | +6.3% | +25.9% | -19.6% | -0.2% |
| All | +6.3% | +27.2% | -20.9% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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