+54.5%
PCG vs EWZ
+54.7%
-0.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.7% | +3.1% | +2.6% |
| 7D | -13.9% | +6.5% | -20.4% | -15.3% |
| 30D | -16.9% | +4.8% | -21.7% | -18.0% |
| 3M | -14.7% | +9.9% | -24.6% | -16.9% |
| 6M | -23.8% | +1.9% | -25.8% | -24.5% |
| YTD | -10.5% | +20.3% | -30.8% | -15.4% |
| 1Y | -5.1% | +35.6% | -40.7% | -13.5% |
| 3Y | -11.6% | +43.4% | -55.0% | -21.6% |
| All | +54.5% | +54.7% | -0.3% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling