-19.6%
PCG vs GEN
+17.6%
-37.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -1.1% | -0.3% | -0.8% | -1.1% |
| 30D | +0.1% | +28.2% | -28.1% | +1.1% |
| 3M | -24.4% | +2.6% | -27.0% | -25.0% |
| 6M | -17.7% | +32.7% | -50.3% | -16.6% |
| YTD | -17.4% | +11.3% | -28.7% | -15.4% |
| All | -19.6% | +17.6% | -37.2% | -17.5% |
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