-21.8%
PCG vs AMIX
-92.5%
+70.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.4% | +7.5% | -1.0% |
| 7D | -2.0% | -10.9% | +8.9% | -2.0% |
| 30D | -2.7% | -55.0% | +52.3% | -2.6% |
| 3M | -25.1% | -82.0% | +57.0% | -25.0% |
| 6M | -22.3% | -80.4% | +58.1% | -22.6% |
| YTD | -18.5% | -88.3% | +69.8% | -18.7% |
| 1Y | -21.8% | -92.4% | +70.5% | -21.9% |
| All | -21.8% | -92.5% | +70.7% | -21.9% |
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