+120.0%
ADBE vs PCG
-77.2%
+197.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.1% | -0.9% |
| 7D | -5.6% | -1.1% | -4.6% | -5.5% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | -10.5% | -24.4% | +13.9% | -8.8% |
| 6M | -6.2% | -17.7% | +11.4% | -5.2% |
| YTD | -32.2% | -17.4% | -14.8% | -31.6% |
| 1Y | -27.4% | -19.4% | -8.0% | -26.6% |
| 3Y | -58.9% | -18.6% | -40.3% | -58.7% |
| 5Y | -64.5% | +10.2% | -74.7% | -65.3% |
| 10Y | +120.0% | -76.7% | +196.7% | +127.2% |
| All | +120.0% | -77.2% | +197.3% | +127.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling