+33,950.9%
HD vs PCG
+88.9%
+33,862.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.3% | -1.4% |
| 7D | +6.4% | 0.0% | +6.4% | +6.4% |
| 30D | +22.1% | +5.8% | +16.2% | +21.0% |
| 3M | -0.2% | -22.8% | +22.6% | +2.9% |
| 6M | +12.6% | -18.4% | +31.0% | +15.1% |
| YTD | +3.9% | -16.9% | +20.8% | +5.9% |
| 1Y | -3.7% | -17.6% | +13.9% | -1.8% |
| 3Y | +27.9% | -20.0% | +47.8% | +30.2% |
| 5Y | +7.8% | +16.0% | -8.2% | +3.7% |
| 10Y | +269.4% | -76.7% | +346.1% | +285.6% |
| All | +33,950.9% | +88.9% | +33,862.0% | +15,508.4% |
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