+294.0%
PCAR vs PODD
+308.0%
-14.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.2% | +3.7% | -1.7% |
| 7D | +0.1% | -2.1% | +2.2% | +0.3% |
| 30D | -4.6% | +9.0% | -13.6% | -5.6% |
| 3M | -22.6% | +5.2% | -27.7% | -23.1% |
| 6M | -12.0% | -3.2% | -8.8% | -12.3% |
| YTD | -6.1% | -48.5% | +42.4% | +0.7% |
| 1Y | +6.3% | -54.7% | +61.0% | +15.7% |
| 3Y | +31.8% | -7.8% | +39.6% | +28.9% |
| 5Y | +104.2% | -52.4% | +156.6% | +112.7% |
| All | +294.0% | +308.0% | -14.0% | +178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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