+418.8%
BE vs PCG
-0.4%
+419.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.6% | +6.0% | +9.5% |
| 7D | +29.8% | +5.4% | +24.4% | +29.4% |
| 30D | +26.4% | -15.1% | +41.5% | +24.2% |
| 3M | +9.3% | -9.8% | +19.1% | +8.3% |
| 6M | +105.1% | -18.0% | +123.1% | +98.9% |
| YTD | +219.0% | -7.2% | +226.3% | +233.4% |
| 1Y | +418.8% | +2.9% | +415.9% | +416.1% |
| All | +418.8% | -0.4% | +419.2% | +416.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling