-76.7%
PCG vs BIDU
-51.3%
-25.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.4% |
| 7D | -1.1% | +5.4% | -6.4% | -1.5% |
| 30D | +0.1% | -5.0% | +5.1% | +0.5% |
| 3M | -24.4% | -26.1% | +1.7% | -22.4% |
| 6M | -17.7% | -42.6% | +24.9% | -13.7% |
| YTD | -17.4% | -38.0% | +20.6% | -14.6% |
| 1Y | -19.4% | -35.7% | +16.3% | -17.1% |
| 3Y | -18.6% | -22.9% | +4.4% | -19.7% |
| 5Y | +10.2% | -49.9% | +60.1% | +10.4% |
| 10Y | -76.7% | -52.0% | -24.7% | -79.6% |
| All | -76.7% | -51.3% | -25.4% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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