-11.3%
PCG vs EQX
+17.2%
-28.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.3% | -1.7% |
| 7D | -3.5% | -3.2% | -0.3% | -3.4% |
| 30D | -20.6% | +7.8% | -28.4% | -20.8% |
| 3M | -17.6% | +21.3% | -38.9% | -18.3% |
| 6M | -23.5% | -22.4% | -1.1% | -22.6% |
| YTD | -13.6% | -11.3% | -2.3% | -13.3% |
| 1Y | -11.3% | +13.5% | -24.8% | -14.3% |
| All | -11.3% | +17.2% | -28.6% | -14.3% |
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