-19.6%
PCG vs AMIX
-90.1%
+70.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +11.8% | -10.5% | +1.3% |
| 7D | -1.1% | +1.2% | -2.2% | -1.1% |
| 30D | +0.1% | -45.3% | +45.4% | +0.1% |
| 3M | -24.4% | -83.1% | +58.6% | -24.4% |
| 6M | -17.7% | -76.9% | +59.2% | -18.0% |
| YTD | -17.4% | -85.3% | +67.9% | -17.6% |
| All | -19.6% | -90.1% | +70.5% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling