-14.6%
PCG vs AMIX
-99.9%
+85.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.4% | +2.4% |
| 7D | -13.9% | -13.7% | -0.1% | -13.8% |
| 30D | -16.9% | -62.1% | +45.2% | -16.8% |
| 3M | -14.7% | -46.2% | +31.4% | -14.7% |
| 6M | -23.8% | -46.4% | +22.6% | -23.8% |
| YTD | -10.5% | -60.3% | +49.8% | -10.3% |
| 1Y | -5.1% | -79.7% | +74.6% | -4.6% |
| All | -14.6% | -99.9% | +85.2% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling