-76.4%
PCG vs GEN
+156.5%
-232.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.4% |
| 7D | -2.2% | -0.8% | -1.4% | -2.1% |
| 30D | -0.5% | +31.2% | -31.7% | -5.9% |
| 3M | -24.0% | +6.1% | -30.0% | -25.5% |
| 6M | -18.6% | +38.1% | -56.7% | -24.9% |
| YTD | -17.7% | +14.4% | -32.1% | -21.3% |
| 1Y | -20.0% | +15.1% | -35.2% | -23.7% |
| 3Y | -20.2% | +68.5% | -88.8% | -31.3% |
| 5Y | +8.4% | +35.8% | -27.5% | -3.9% |
| 10Y | -76.4% | +155.4% | -231.8% | -82.6% |
| All | -76.4% | +156.5% | -232.9% | -82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling