+359.1%
PCAR vs RMD
+265.7%
+93.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.0% |
| 7D | 0.0% | -4.5% | +4.5% | +1.2% |
| 30D | -7.7% | +4.6% | -12.3% | -8.9% |
| 3M | +3.7% | +14.8% | -11.1% | -0.2% |
| 6M | +2.3% | -12.1% | +14.4% | +5.1% |
| YTD | +12.8% | -7.5% | +20.3% | +14.3% |
| 1Y | +27.8% | -20.1% | +47.8% | +34.2% |
| 3Y | +61.8% | +53.9% | +7.9% | +40.7% |
| 5Y | +168.2% | -22.2% | +190.4% | +174.9% |
| 10Y | +359.1% | +268.2% | +90.8% | +203.5% |
| All | +359.1% | +265.7% | +93.4% | +203.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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