+115.2%
PCAR vs PODD
-51.4%
+166.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.1% |
| 7D | +4.9% | +4.1% | +0.9% | +4.5% |
| 30D | -1.4% | +13.9% | -15.3% | -2.7% |
| 3M | -18.1% | +4.1% | -22.3% | -18.6% |
| 6M | -4.0% | +2.4% | -6.5% | -4.8% |
| YTD | -1.5% | -46.4% | +44.9% | +4.5% |
| 1Y | +13.2% | -54.2% | +67.4% | +22.0% |
| 3Y | +35.8% | -6.9% | +42.7% | +33.2% |
| All | +115.2% | -51.4% | +166.7% | +116.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling