-17.6%
PCG vs AMIX
-91.8%
+74.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.6% | +4.3% | -1.3% |
| 7D | 0.0% | -25.5% | +25.5% | 0.0% |
| 30D | +5.8% | -56.2% | +62.0% | +5.9% |
| 3M | -22.8% | -87.4% | +64.7% | -22.7% |
| 6M | -18.4% | -80.9% | +62.5% | -18.8% |
| YTD | -16.9% | -86.8% | +70.0% | -17.1% |
| 1Y | -17.6% | -91.3% | +73.7% | -17.8% |
| All | -17.6% | -91.8% | +74.2% | -17.8% |
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