-76.0%
PCG vs BB
+21.8%
-97.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.4% |
| 7D | +2.2% | +1.8% | +0.3% | +2.0% |
| 30D | +0.8% | +8.1% | -7.4% | -0.2% |
| 3M | -23.8% | -1.0% | -22.8% | -24.1% |
| 6M | -19.6% | +45.9% | -65.5% | -23.6% |
| YTD | -16.7% | +134.8% | -151.6% | -24.7% |
| 1Y | -19.4% | +104.6% | -124.0% | -26.3% |
| 3Y | -18.3% | +152.8% | -171.1% | -29.1% |
| 5Y | +10.4% | -17.4% | +27.9% | +4.5% |
| All | -76.0% | +21.8% | -97.7% | -83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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