+18.7%
HPQ vs PCG
-6.6%
+25.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +2.1% |
| 7D | +6.9% | -13.9% | +20.8% | +7.6% |
| 30D | +14.4% | -16.9% | +31.3% | +15.0% |
| 3M | +25.6% | -14.7% | +40.4% | +26.2% |
| 6M | +75.0% | -23.8% | +98.9% | +79.2% |
| YTD | +50.7% | -10.5% | +61.2% | +47.4% |
| 1Y | +18.7% | -5.1% | +23.8% | +17.8% |
| All | +18.7% | -6.6% | +25.2% | +17.8% |
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