+91.1%
PCG vs FISV
+13,164.5%
-13,073.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -0.5% | +8.4% | -8.9% | -2.1% |
| 30D | +0.8% | +38.8% | -38.0% | -5.8% |
| 3M | -22.0% | +21.3% | -43.3% | -25.4% |
| 6M | -17.1% | +14.1% | -31.2% | -20.1% |
| YTD | -16.9% | -5.7% | -11.1% | -17.3% |
| 1Y | -19.1% | -0.8% | -18.3% | -20.4% |
| 3Y | -19.4% | -47.9% | +28.4% | -13.9% |
| 5Y | +9.0% | -36.8% | +45.8% | +11.1% |
| 10Y | -76.2% | +26.9% | -103.1% | -78.2% |
| All | +91.1% | +13,164.5% | -13,073.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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