+14.1%
PCG vs AVAV
+18.1%
-4.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +10.5% | -12.4% | -2.4% |
| 7D | -1.6% | -10.6% | +9.0% | -1.2% |
| 30D | +1.4% | -18.8% | +20.2% | +2.1% |
| 3M | -23.4% | -34.1% | +10.7% | -22.3% |
| 6M | -19.4% | -35.3% | +16.0% | -18.5% |
| YTD | -18.5% | -53.4% | +34.9% | -16.8% |
| 1Y | -19.5% | -65.6% | +46.1% | -16.3% |
| 3Y | -21.0% | -5.1% | -15.9% | -26.6% |
| All | +14.1% | +18.1% | -4.0% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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