-5.1%
PCG vs ACWI
+23.6%
-28.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | -13.9% | +0.5% | -14.4% | -13.9% |
| 30D | -16.9% | +0.9% | -17.7% | -17.0% |
| 3M | -14.7% | +2.4% | -17.1% | -15.1% |
| 6M | -23.8% | +12.4% | -36.2% | -27.3% |
| YTD | -10.5% | +15.2% | -25.7% | -15.6% |
| 1Y | -5.1% | +22.7% | -27.8% | -17.9% |
| All | -5.1% | +23.6% | -28.7% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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