+30.1%
PCAR vs RMD
-16.5%
+46.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.3% |
| 7D | -0.5% | -5.0% | +4.5% | +1.1% |
| 30D | -6.2% | +2.2% | -8.5% | -7.0% |
| 3M | +5.9% | +17.8% | -12.0% | -1.0% |
| 6M | +0.4% | -11.3% | +11.7% | +5.9% |
| YTD | +14.8% | -4.4% | +19.2% | +15.6% |
| All | +30.1% | -16.5% | +46.6% | +38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling