+61.8%
PCG vs BBY
+0.9%
+60.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.7% | +3.8% |
| 7D | +5.4% | +8.1% | -2.7% | +3.9% |
| 30D | -15.1% | +8.9% | -24.1% | -16.4% |
| 3M | -9.8% | +22.0% | -31.9% | -12.8% |
| 6M | -18.0% | +37.8% | -55.8% | -22.7% |
| YTD | -7.2% | +37.3% | -44.5% | -12.6% |
| 1Y | +2.9% | +21.6% | -18.7% | -1.2% |
| 3Y | -11.1% | +41.5% | -52.6% | -19.1% |
| 5Y | +61.8% | +1.2% | +60.5% | +44.0% |
| All | +61.8% | +0.9% | +60.8% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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