-5.1%
PCG vs EQX
+42.9%
-48.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +2.5% |
| 7D | -13.9% | -1.4% | -12.5% | -13.8% |
| 30D | -16.9% | +24.4% | -41.2% | -17.6% |
| 3M | -14.7% | +11.6% | -26.4% | -15.2% |
| 6M | -23.8% | -25.0% | +1.2% | -22.8% |
| YTD | -10.5% | -8.4% | -2.1% | -10.4% |
| 1Y | -5.1% | +43.4% | -48.5% | -8.5% |
| All | -5.1% | +42.9% | -48.0% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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