+1,462.0%
BA vs PCG
+88.9%
+1,373.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.3% | -2.3% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | -9.1% | +5.8% | -15.0% | -10.0% |
| 3M | -28.2% | -22.8% | -5.4% | -25.5% |
| 6M | -23.1% | -18.4% | -4.7% | -21.1% |
| YTD | -20.6% | -16.9% | -3.7% | -18.8% |
| 1Y | -12.7% | -17.6% | +4.9% | -10.8% |
| 3Y | -11.6% | -20.0% | +8.4% | -10.0% |
| 5Y | -23.1% | +16.0% | -39.2% | -26.9% |
| 10Y | +34.4% | -76.7% | +111.1% | +41.4% |
| All | +1,462.0% | +88.9% | +1,373.1% | +647.8% |
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