+2.9%
PCG vs AMRZ
-22.6%
+25.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.3% | +7.9% | +4.2% |
| 7D | +5.4% | -2.0% | +7.4% | +5.6% |
| 30D | -15.1% | -9.8% | -5.3% | -14.0% |
| 3M | -9.8% | -17.2% | +7.4% | -8.0% |
| 6M | -18.0% | -26.9% | +8.9% | -15.1% |
| YTD | -7.2% | -21.5% | +14.2% | -5.2% |
| 1Y | +2.9% | -22.9% | +25.7% | +7.7% |
| All | +2.9% | -22.6% | +25.4% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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