+9.0%
PCG vs AU
+436.5%
-427.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.6% | +6.2% | +1.2% |
| 7D | -0.5% | +15.3% | -15.7% | -1.8% |
| 30D | +0.8% | -0.3% | +1.1% | +0.7% |
| 3M | -22.0% | -2.9% | -19.2% | -22.0% |
| 6M | -17.1% | -10.7% | -6.4% | -16.7% |
| YTD | -16.9% | +14.0% | -30.8% | -19.0% |
| 1Y | -19.1% | +32.5% | -51.6% | -22.5% |
| 3Y | -19.4% | +557.9% | -577.4% | -37.0% |
| 5Y | +9.0% | +441.0% | -432.0% | -17.5% |
| All | +9.0% | +436.5% | -427.5% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling