+54.2%
PCG vs EOSE
-69.1%
+123.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.8% | -4.2% |
| 7D | +6.5% | +15.0% | -8.5% | +6.0% |
| 30D | -16.7% | +2.5% | -19.2% | -16.9% |
| 3M | -14.2% | -33.7% | +19.5% | -13.4% |
| 6M | -21.5% | -32.7% | +11.3% | -21.3% |
| YTD | -11.2% | -63.8% | +52.6% | -10.0% |
| 1Y | -4.2% | -40.5% | +36.3% | -5.4% |
| 3Y | -14.9% | +50.4% | -65.2% | -21.8% |
| 5Y | +54.2% | -68.6% | +122.8% | +32.4% |
| All | +54.2% | -69.1% | +123.3% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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