+16.0%
PCG vs ACWI
+55.1%
-39.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.8% | +2.5% | +1.3% |
| 7D | 0.0% | -4.0% | +4.0% | +2.7% |
| 30D | +5.8% | -5.8% | +11.7% | +10.1% |
| 3M | -22.8% | -5.0% | -17.7% | -20.1% |
| 6M | -18.4% | +0.7% | -19.1% | -19.3% |
| YTD | -16.9% | +8.4% | -25.3% | -22.2% |
| 1Y | -17.6% | +10.1% | -27.7% | -23.9% |
| 3Y | -20.0% | +70.8% | -90.7% | -47.9% |
| 5Y | +16.0% | +55.4% | -39.4% | -17.3% |
| All | +16.0% | +55.1% | -39.0% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling