-76.0%
PCG vs AU
+818.2%
-894.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.7% | +2.3% |
| 7D | +2.2% | -7.2% | +9.4% | +2.9% |
| 30D | +0.8% | -2.9% | +3.6% | +0.9% |
| 3M | -23.8% | -8.7% | -15.1% | -23.3% |
| 6M | -19.6% | -14.1% | -5.5% | -18.9% |
| YTD | -16.7% | +4.8% | -21.5% | -18.7% |
| 1Y | -19.4% | +11.9% | -31.3% | -22.0% |
| 3Y | -18.3% | +513.8% | -532.1% | -37.7% |
| 5Y | +10.4% | +379.3% | -368.8% | -15.7% |
| All | -76.0% | +818.2% | -894.2% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling