+0.1%
PCG vs A
+535.2%
-535.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.8% | -0.8% |
| 7D | 0.0% | -5.2% | +5.2% | +0.8% |
| 30D | +5.8% | +1.4% | +4.4% | +5.6% |
| 3M | -22.8% | +21.9% | -44.7% | -25.3% |
| 6M | -18.4% | +46.7% | -65.1% | -23.7% |
| YTD | -16.9% | +27.2% | -44.0% | -20.6% |
| 1Y | -17.6% | +17.9% | -35.5% | -20.5% |
| 3Y | -20.0% | +61.1% | -81.1% | -27.2% |
| 5Y | +16.0% | +13.8% | +2.2% | +10.4% |
| 10Y | -76.7% | +318.8% | -395.5% | -81.6% |
| All | +0.1% | +535.2% | -535.1% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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