+326.8%
INTC vs PCG
-0.4%
+327.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.6% | +5.4% | +9.5% |
| 7D | +17.4% | +5.4% | +12.0% | +18.1% |
| 30D | +2.8% | -15.1% | +17.9% | 0.0% |
| 3M | -5.3% | -9.8% | +4.6% | -5.6% |
| 6M | +140.6% | -18.0% | +158.6% | +135.4% |
| YTD | +183.1% | -7.2% | +190.4% | +195.0% |
| 1Y | +326.8% | +2.9% | +323.9% | +377.0% |
| All | +326.8% | -0.4% | +327.2% | +377.0% |
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 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