-16.0%
PCG vs GEN
+20.2%
-36.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.0% | -3.1% | +1.0% |
| 7D | +1.9% | +26.9% | -25.0% | +2.9% |
| 30D | +8.5% | +38.6% | -30.1% | +10.0% |
| 3M | -22.9% | +9.7% | -32.6% | -23.2% |
| 6M | -16.8% | +58.9% | -75.7% | -14.8% |
| YTD | -15.8% | +15.3% | -31.1% | -13.4% |
| 1Y | -16.0% | +21.8% | -37.8% | -13.3% |
| All | -16.0% | +20.2% | -36.2% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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