+514.8%
PCAR vs PODD
+767.5%
-252.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.2% | +0.6% |
| 7D | -0.5% | +1.6% | -2.1% | -0.9% |
| 30D | -6.2% | +10.7% | -16.9% | -8.3% |
| 3M | +5.9% | +0.7% | +5.2% | +4.6% |
| 6M | +0.4% | -39.3% | +39.7% | +9.6% |
| YTD | +14.8% | -48.1% | +62.9% | +29.3% |
| 1Y | +30.1% | -57.4% | +87.5% | +52.2% |
| 3Y | +66.7% | -23.3% | +89.9% | +65.4% |
| 5Y | +166.1% | -51.3% | +217.4% | +180.0% |
| 10Y | +353.7% | +242.0% | +111.6% | +165.9% |
| All | +514.8% | +767.5% | -252.8% | +135.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling