+9.3%
PCG vs GEN
+33.3%
-24.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +1.8% |
| 7D | +2.2% | +2.0% | +0.1% | +1.9% |
| 30D | +0.8% | +27.7% | -27.0% | -2.9% |
| 3M | -23.8% | +3.3% | -27.1% | -24.6% |
| 6M | -19.6% | +31.8% | -51.4% | -23.8% |
| YTD | -16.7% | +13.5% | -30.2% | -18.8% |
| 1Y | -19.4% | +16.0% | -35.4% | -21.8% |
| 3Y | -18.3% | +70.6% | -88.9% | -27.8% |
| All | +9.3% | +33.3% | -24.0% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling