-16.0%
PCG vs EQT
-3.4%
-12.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.2% |
| 7D | +1.9% | -6.6% | +8.5% | +2.7% |
| 30D | +8.5% | +2.7% | +5.8% | +8.0% |
| 3M | -22.9% | -0.2% | -22.7% | -22.8% |
| 6M | -16.8% | -10.6% | -6.2% | -16.3% |
| YTD | -15.8% | -1.2% | -14.6% | -15.9% |
| 1Y | -16.0% | -4.9% | -11.1% | -16.0% |
| All | -16.0% | -3.4% | -12.6% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling