+87.3%
PCG vs BEN
+4,818.7%
-4,731.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.7% | -6.7% | -2.9% |
| 7D | -1.6% | +6.6% | -8.2% | -3.0% |
| 30D | +1.4% | +3.8% | -2.4% | +0.5% |
| 3M | -23.4% | +0.2% | -23.6% | -23.5% |
| 6M | -19.4% | +10.4% | -29.8% | -21.3% |
| YTD | -18.5% | +46.2% | -64.7% | -25.3% |
| 1Y | -19.5% | +52.3% | -71.8% | -26.9% |
| 3Y | -21.0% | +65.9% | -86.9% | -30.5% |
| 5Y | +13.7% | +20.6% | -6.8% | +5.4% |
| 10Y | -77.2% | +64.8% | -141.9% | -80.9% |
| All | +87.3% | +4,818.7% | -4,731.3% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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