-11.1%
PCG vs ETSY
+4.9%
-16.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.8% | +8.5% | +3.9% |
| 7D | +5.4% | -10.9% | +16.3% | +6.1% |
| 30D | -15.1% | -14.9% | -0.2% | -14.3% |
| 3M | -9.8% | +5.8% | -15.6% | -10.0% |
| 6M | -18.0% | +29.1% | -47.1% | -19.3% |
| YTD | -7.2% | +31.3% | -38.6% | -9.0% |
| 1Y | +2.9% | +25.1% | -22.3% | +1.0% |
| 3Y | -11.1% | +8.5% | -19.6% | -15.1% |
| All | -11.1% | +4.9% | -16.0% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 3y: compounded portfolio wealth divided by compounded ETSY 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…
3y analysis · Full analysis span regression · 6 months rolling