+12,784.0%
PCAR vs TROW
+14,777.7%
-1,993.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +3.8% | +4.4% | -0.6% | +2.0% |
| 30D | -2.0% | +5.5% | -7.4% | -4.1% |
| 3M | -19.1% | -1.3% | -17.8% | -18.7% |
| 6M | -6.8% | +7.9% | -14.7% | -10.0% |
| YTD | -2.5% | +12.6% | -15.1% | -7.9% |
| 1Y | +9.7% | +13.3% | -3.7% | +3.3% |
| 3Y | +34.0% | +38.6% | -4.6% | +15.0% |
| 5Y | +113.3% | -34.7% | +148.1% | +139.8% |
| 10Y | +278.2% | +129.9% | +148.2% | +146.0% |
| All | +12,784.0% | +14,777.7% | -1,993.7% | +3,029.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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