+593.0%
BE vs PCG
-68.8%
+661.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.0% | +5.4% | +3.7% |
| 7D | -14.7% | -1.6% | -13.1% | -14.5% |
| 30D | -40.5% | +1.4% | -41.9% | -40.6% |
| 3M | -24.3% | -23.4% | -0.9% | -21.4% |
| 6M | -39.3% | -19.4% | -19.9% | -37.6% |
| YTD | +99.4% | -18.5% | +117.9% | +103.9% |
| 1Y | +26.6% | -19.5% | +46.1% | +29.6% |
| 3Y | +1,616.9% | -21.0% | +1,637.9% | +1,666.9% |
| 5Y | +441.4% | +13.7% | +427.6% | +432.5% |
| All | +593.0% | -68.8% | +661.7% | +567.0% |
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 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