+15,068.3%
PCAR vs WEC
+3,978.4%
+11,089.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -0.5% | -0.3% | -0.2% | -0.4% |
| 30D | -6.2% | -1.3% | -4.9% | -5.8% |
| 3M | +5.9% | -3.9% | +9.8% | +7.6% |
| 6M | +0.4% | -8.3% | +8.7% | +4.1% |
| YTD | +14.8% | +3.1% | +11.8% | +12.7% |
| 1Y | +30.1% | +1.9% | +28.2% | +28.1% |
| 3Y | +66.7% | +41.9% | +24.7% | +38.1% |
| 5Y | +166.1% | +30.8% | +135.3% | +124.8% |
| 10Y | +353.7% | +141.9% | +211.7% | +155.2% |
| All | +15,068.3% | +3,978.4% | +11,089.9% | +2,136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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