-36.6%
PCG vs EQX
+238.5%
-275.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +5.0% | +3.7% |
| 7D | +5.4% | +3.8% | +1.6% | +5.1% |
| 30D | -15.1% | +9.4% | -24.5% | -15.8% |
| 3M | -9.8% | +16.8% | -26.7% | -11.2% |
| 6M | -18.0% | -23.7% | +5.7% | -16.8% |
| YTD | -7.2% | -9.6% | +2.4% | -7.6% |
| 1Y | +2.9% | +29.1% | -26.3% | -0.8% |
| 3Y | -11.1% | +175.3% | -186.4% | -21.4% |
| 5Y | +61.8% | +77.3% | -15.5% | +44.3% |
| All | -36.6% | +238.5% | -275.1% | -15.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling