+1,803.2%
BE vs PCG
-21.0%
+1,824.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.2% |
| 7D | +20.5% | -2.0% | +22.5% | +21.5% |
| 30D | -23.4% | -2.7% | -20.7% | -22.3% |
| 3M | -14.9% | -25.1% | +10.2% | -6.5% |
| 6M | -28.1% | -22.3% | -5.8% | -23.0% |
| YTD | +132.4% | -18.5% | +150.9% | +140.2% |
| 1Y | +59.4% | -21.8% | +81.2% | +69.1% |
| All | +1,803.2% | -21.0% | +1,824.2% | +1,806.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling