-19.2%
PCG vs GEN
+69.2%
-88.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.2% |
| 7D | -2.2% | -0.8% | -1.4% | -2.2% |
| 30D | -0.5% | +31.2% | -31.7% | -3.3% |
| 3M | -24.0% | +6.1% | -30.0% | -24.8% |
| 6M | -18.6% | +38.1% | -56.7% | -22.5% |
| YTD | -17.7% | +14.4% | -32.1% | -18.2% |
| 1Y | -20.0% | +15.1% | -35.1% | -20.7% |
| All | -19.2% | +69.2% | -88.4% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling