-17.7%
PCG vs AHR
+408.0%
-425.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -0.5% | +8.1% | -8.6% | -2.3% |
| 30D | +0.8% | +16.9% | -16.1% | -3.2% |
| 3M | -22.0% | +7.6% | -29.6% | -23.5% |
| 6M | -17.1% | +16.0% | -33.1% | -20.2% |
| YTD | -16.9% | +28.1% | -45.0% | -21.8% |
| 1Y | -19.1% | +22.8% | -41.9% | -23.2% |
| All | -17.7% | +408.0% | -425.7% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling