-76.5%
PCG vs ACWI
+225.4%
-301.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -2.0% | +2.7% | -4.7% | -4.4% |
| 30D | -2.7% | -2.6% | -0.1% | -0.5% |
| 3M | -25.1% | -3.2% | -21.9% | -23.0% |
| 6M | -22.3% | +1.9% | -24.2% | -24.2% |
| YTD | -18.5% | +11.3% | -29.8% | -27.3% |
| 1Y | -21.8% | +11.7% | -33.5% | -30.6% |
| 3Y | -21.0% | +74.4% | -95.4% | -55.7% |
| 5Y | +8.1% | +59.5% | -51.4% | -33.9% |
| All | -76.5% | +225.4% | -301.8% | -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