+35.8%
PCAR vs WU
-23.0%
+58.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | 0.0% |
| 7D | +4.9% | -2.0% | +7.0% | +5.4% |
| 30D | -1.4% | +11.4% | -12.8% | -4.2% |
| 3M | -18.1% | -6.8% | -11.3% | -17.0% |
| 6M | -4.0% | -14.6% | +10.6% | -1.2% |
| YTD | -1.5% | -20.6% | +19.2% | +3.2% |
| 1Y | +13.2% | -15.4% | +28.6% | +15.8% |
| 3Y | +35.8% | -23.6% | +59.4% | +40.9% |
| All | +35.8% | -23.0% | +58.8% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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