+31,139.8%
HD vs PCG
+103.4%
+31,036.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.6% |
| 7D | -2.1% | -13.9% | +11.8% | -0.4% |
| 30D | -8.4% | -16.9% | +8.4% | -6.5% |
| 3M | +4.3% | -14.7% | +19.1% | +6.2% |
| 6M | -11.1% | -23.8% | +12.7% | -8.1% |
| YTD | -4.7% | -10.5% | +5.8% | -3.7% |
| 1Y | -19.8% | -5.1% | -14.7% | -19.8% |
| 3Y | +4.1% | -11.6% | +15.7% | +4.6% |
| 5Y | +10.3% | +59.0% | -48.7% | +1.7% |
| 10Y | +203.2% | -75.7% | +278.9% | +215.5% |
| All | +31,139.8% | +103.4% | +31,036.4% | +14,082.9% |
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