-19.5%
PCG vs BB
+83.6%
-103.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.4% | -6.4% | -2.0% |
| 7D | -1.6% | +3.8% | -5.4% | -1.6% |
| 30D | +1.4% | -0.3% | +1.7% | +1.4% |
| 3M | -23.4% | -0.5% | -22.9% | -23.3% |
| 6M | -19.4% | +45.9% | -65.3% | -20.0% |
| YTD | -18.5% | +130.6% | -149.1% | -20.8% |
| 1Y | -19.5% | +89.2% | -108.7% | -22.0% |
| All | -19.5% | +83.6% | -103.2% | -22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling