+105.7%
PCG vs EQT
+3,007.4%
-2,901.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.6% |
| 7D | -13.9% | +1.1% | -15.0% | -14.0% |
| 30D | -16.9% | +7.7% | -24.6% | -17.9% |
| 3M | -14.7% | +0.2% | -14.9% | -14.8% |
| 6M | -23.8% | -9.5% | -14.3% | -22.7% |
| YTD | -10.5% | +3.8% | -14.3% | -11.5% |
| 1Y | -5.1% | +7.8% | -12.9% | -6.9% |
| 3Y | -11.6% | +30.1% | -41.8% | -17.7% |
| 5Y | +59.0% | +188.6% | -129.6% | +24.4% |
| 10Y | -75.7% | +54.6% | -130.3% | -80.9% |
| All | +105.7% | +3,007.4% | -2,901.7% | -28.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling