-4.2%
PCG vs EWZ
+34.6%
-38.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -4.2% |
| 7D | +6.5% | -0.1% | +6.5% | +6.5% |
| 30D | -16.7% | +8.2% | -24.9% | -17.1% |
| 3M | -14.2% | +13.3% | -27.5% | -15.0% |
| 6M | -21.5% | +3.6% | -25.0% | -21.4% |
| YTD | -11.2% | +21.0% | -32.2% | -12.5% |
| 1Y | -4.2% | +34.7% | -38.9% | -8.1% |
| All | -4.2% | +34.6% | -38.8% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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