-8.2%
PCG vs AHR
+364.8%
-372.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.9% | +3.7% |
| 7D | +5.4% | -3.4% | +8.8% | +6.3% |
| 30D | -15.1% | -3.8% | -11.3% | -14.3% |
| 3M | -9.8% | +20.1% | -29.9% | -13.7% |
| 6M | -18.0% | +7.1% | -25.1% | -19.5% |
| YTD | -7.2% | +17.2% | -24.5% | -10.8% |
| 1Y | +2.9% | +30.4% | -27.5% | -3.6% |
| All | -8.2% | +364.8% | -372.9% | -32.3% |
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