+70.4%
PCAR vs RMD
+51.0%
+19.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | -0.5% | -5.0% | +4.5% | +0.5% |
| 30D | -6.2% | +2.2% | -8.5% | -6.8% |
| 3M | +5.9% | +17.8% | -12.0% | +2.0% |
| 6M | +0.4% | -11.3% | +11.7% | +2.3% |
| YTD | +14.8% | -4.4% | +19.2% | +15.2% |
| 1Y | +30.1% | -15.7% | +45.8% | +33.4% |
| All | +70.4% | +51.0% | +19.4% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling