-19.5%
PCG vs GEN
+17.5%
-37.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -2.0% |
| 7D | -1.6% | +2.3% | -3.9% | -1.5% |
| 30D | +1.4% | +33.1% | -31.6% | +2.6% |
| 3M | -23.4% | +6.5% | -29.9% | -23.8% |
| 6M | -19.4% | +53.8% | -73.2% | -17.6% |
| YTD | -18.5% | +11.2% | -29.7% | -16.2% |
| 1Y | -19.5% | +19.4% | -38.9% | -17.1% |
| All | -19.5% | +17.5% | -37.0% | -17.1% |
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