+6,784.1%
ABT vs PCG
+85.2%
+6,698.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.3% | -3.0% |
| 7D | +3.5% | -1.6% | +5.1% | +3.7% |
| 30D | +12.0% | +1.4% | +10.6% | +11.8% |
| 3M | +2.5% | -23.4% | +25.8% | +5.1% |
| 6M | +29.1% | -19.4% | +48.5% | +31.6% |
| YTD | -10.1% | -18.5% | +8.4% | -8.5% |
| 1Y | -9.8% | -19.5% | +9.7% | -8.2% |
| 3Y | +23.3% | -21.0% | +44.2% | +25.1% |
| 5Y | -2.4% | +13.7% | -16.1% | -5.3% |
| 10Y | +239.4% | -77.2% | +316.6% | +252.3% |
| All | +6,784.1% | +85.2% | +6,698.9% | +3,394.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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