+9,297.6%
PCAR vs RMD
+37,961.8%
-28,664.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.1% |
| 7D | +0.1% | +2.3% | -2.3% | -0.4% |
| 30D | -4.6% | +4.1% | -8.7% | -5.4% |
| 3M | -22.6% | +5.7% | -28.3% | -23.6% |
| 6M | -12.0% | +12.9% | -24.9% | -14.5% |
| YTD | -6.1% | -1.5% | -4.6% | -6.4% |
| 1Y | +6.3% | -4.8% | +11.1% | +6.7% |
| 3Y | +31.8% | +57.5% | -25.7% | +17.8% |
| 5Y | +104.2% | -5.5% | +109.7% | +98.7% |
| 10Y | +302.9% | +357.8% | -54.8% | +181.1% |
| All | +9,297.6% | +37,961.8% | -28,664.2% | +4,222.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling