+16.0%
PCG vs AMC
-99.3%
+115.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -12.5% | +11.2% | -0.9% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | +5.8% | +4.4% | +1.4% | +5.7% |
| 3M | -22.8% | +15.4% | -38.1% | -23.2% |
| 6M | -18.4% | +93.7% | -112.1% | -20.6% |
| YTD | -16.9% | +97.4% | -114.3% | -19.4% |
| 1Y | -17.6% | +23.2% | -40.8% | -18.9% |
| 3Y | -20.0% | -71.3% | +51.3% | -18.8% |
| 5Y | +16.0% | -99.3% | +115.3% | +30.4% |
| All | +16.0% | -99.3% | +115.3% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling