-76.2%
PCG vs AMC
-98.7%
+22.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.7% |
| 7D | -0.5% | +5.5% | -5.9% | -0.6% |
| 30D | +0.8% | +16.1% | -15.3% | +0.5% |
| 3M | -22.0% | +43.0% | -65.0% | -22.6% |
| 6M | -17.1% | +130.7% | -147.8% | -18.7% |
| YTD | -16.9% | +121.8% | -138.6% | -18.5% |
| 1Y | -19.1% | +40.7% | -59.7% | -20.1% |
| 3Y | -19.4% | -56.8% | +37.4% | -19.7% |
| 5Y | +9.0% | -99.1% | +108.1% | +13.3% |
| 10Y | -76.2% | -98.7% | +22.5% | -78.8% |
| All | -76.2% | -98.7% | +22.5% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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