+8.4%
PCG vs GEN
+35.2%
-26.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.3% |
| 7D | -2.2% | -0.8% | -1.4% | -2.1% |
| 30D | -0.5% | +31.2% | -31.7% | -4.4% |
| 3M | -24.0% | +6.1% | -30.0% | -25.0% |
| 6M | -18.6% | +38.1% | -56.7% | -23.5% |
| YTD | -17.7% | +14.4% | -32.1% | -19.8% |
| 1Y | -20.0% | +15.1% | -35.1% | -22.2% |
| 3Y | -20.2% | +68.5% | -88.7% | -29.2% |
| 5Y | +8.4% | +35.8% | -27.4% | -3.7% |
| All | +8.4% | +35.2% | -26.8% | -3.7% |
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