+93.9%
INTC vs PCG
+58.3%
+35.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.1% | +3.9% |
| 7D | +7.1% | -13.9% | +20.9% | +10.2% |
| 30D | -5.2% | -16.9% | +11.7% | -1.6% |
| 3M | -14.3% | -14.7% | +0.4% | -12.2% |
| 6M | +110.2% | -23.8% | +134.0% | +123.0% |
| YTD | +159.6% | -10.5% | +170.1% | +160.2% |
| 1Y | +289.3% | -5.1% | +294.4% | +279.3% |
| 3Y | +166.1% | -11.6% | +177.7% | +163.7% |
| All | +93.9% | +58.3% | +35.5% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling