-77.6%
PCG vs AMC
-98.7%
+21.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.0% |
| 7D | -1.6% | +2.6% | -4.2% | -1.7% |
| 30D | +1.4% | +9.0% | -7.6% | +1.2% |
| 3M | -23.4% | +22.2% | -45.6% | -23.7% |
| 6M | -19.4% | +91.5% | -110.8% | -20.7% |
| YTD | -18.5% | +101.3% | -119.8% | -20.0% |
| 1Y | -19.5% | +20.8% | -40.3% | -20.3% |
| 3Y | -21.0% | -71.3% | +50.3% | -20.7% |
| 5Y | +13.7% | -99.2% | +113.0% | +18.6% |
| All | -77.6% | -98.7% | +21.1% | -80.4% |
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