+91.1%
PCG vs DE
+14,755.9%
-14,664.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -0.5% | +3.3% | -3.7% | -1.1% |
| 30D | +0.8% | +10.7% | -10.0% | -1.4% |
| 3M | -22.0% | +13.1% | -35.2% | -24.5% |
| 6M | -17.1% | +20.2% | -37.3% | -21.0% |
| YTD | -16.9% | +48.9% | -65.7% | -24.6% |
| 1Y | -19.1% | +46.6% | -65.7% | -26.4% |
| 3Y | -19.4% | +91.4% | -110.8% | -31.7% |
| 5Y | +9.0% | +108.1% | -99.1% | -10.3% |
| 10Y | -76.2% | +782.7% | -858.9% | -85.3% |
| All | +91.1% | +14,755.9% | -14,664.8% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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