+45.1%
PCG vs AZO
+47,313.8%
-47,268.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +2.1% |
| 7D | +2.2% | +1.3% | +0.8% | +1.9% |
| 30D | +0.8% | +12.0% | -11.2% | -1.5% |
| 3M | -23.8% | +7.2% | -31.0% | -25.0% |
| 6M | -19.6% | -3.2% | -16.4% | -19.5% |
| YTD | -16.7% | -3.9% | -12.8% | -16.8% |
| 1Y | -19.4% | -14.7% | -4.7% | -17.6% |
| 3Y | -18.3% | +20.4% | -38.7% | -22.5% |
| 5Y | +10.4% | +72.8% | -62.4% | -3.1% |
| 10Y | -76.1% | +334.4% | -410.5% | -82.4% |
| All | +45.1% | +47,313.8% | -47,268.7% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling