-10.5%
PCG vs ENTG
+37.4%
-47.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.7% | +2.2% |
| 7D | -13.9% | +2.8% | -16.7% | -14.0% |
| 30D | -16.9% | -4.7% | -12.2% | -16.7% |
| 3M | -14.7% | -0.7% | -14.0% | -15.4% |
| 6M | -23.8% | +7.7% | -31.5% | -25.1% |
| YTD | -10.5% | +65.1% | -75.6% | -14.8% |
| 1Y | -5.1% | +74.8% | -79.9% | -10.5% |
| All | -10.5% | +37.4% | -47.9% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENTG.
Daily Out/Under-Performance
Portfolio return minus ENTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENTG 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 3y: compounded portfolio wealth divided by compounded ENTG 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…
3y analysis · Full analysis span regression · 6 months rolling