+96,674.4%
AMAT vs PCG
+88.9%
+96,585.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -1.3% | -12.3% | -13.3% |
| 7D | -24.3% | 0.0% | -24.3% | -24.3% |
| 30D | -39.8% | +5.8% | -45.6% | -40.4% |
| 3M | -40.2% | -22.8% | -17.4% | -37.8% |
| 6M | -22.1% | -18.4% | -3.7% | -20.1% |
| YTD | +24.7% | -16.9% | +41.5% | +27.2% |
| 1Y | +33.3% | -17.6% | +50.9% | +36.1% |
| 3Y | +133.9% | -20.0% | +153.8% | +137.6% |
| 5Y | +117.1% | +16.0% | +101.0% | +105.2% |
| 10Y | +1,158.7% | -76.7% | +1,235.3% | +1,201.4% |
| All | +96,674.4% | +88.9% | +96,585.5% | +41,837.2% |
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 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