-7.1%
PCG vs EQT
+10.3%
-17.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | +0.5% | -1.2% | +1.7% | +0.7% |
| 30D | -18.9% | +1.1% | -20.0% | -19.0% |
| 3M | -15.8% | +4.8% | -20.6% | -16.5% |
| 6M | -22.6% | -10.6% | -12.0% | -22.0% |
| YTD | -12.2% | +3.4% | -15.6% | -13.4% |
| 1Y | -7.1% | +8.7% | -15.8% | -8.1% |
| All | -7.1% | +10.3% | -17.4% | -8.1% |
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