-76.7%
PCG vs ACWI
+226.8%
-303.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -1.1% |
| 7D | -1.1% | +0.3% | -1.4% | -1.5% |
| 30D | +0.1% | -2.8% | +2.9% | +2.6% |
| 3M | -24.4% | -3.2% | -21.3% | -22.3% |
| 6M | -17.7% | +1.3% | -18.9% | -19.3% |
| YTD | -17.4% | +11.2% | -28.6% | -26.3% |
| 1Y | -19.4% | +13.8% | -33.1% | -29.7% |
| 3Y | -18.6% | +76.2% | -94.8% | -54.9% |
| 5Y | +10.2% | +59.5% | -49.3% | -32.6% |
| 10Y | -76.7% | +222.2% | -298.9% | -92.5% |
| All | -76.7% | +226.8% | -303.5% | -92.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling