+105.7%
PCG vs GEN
+8,838.9%
-8,733.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.6% | +2.6% |
| 7D | -13.9% | -1.2% | -12.7% | -13.8% |
| 30D | -16.9% | +10.1% | -27.0% | -17.6% |
| 3M | -14.7% | +16.1% | -30.8% | -15.9% |
| 6M | -23.8% | +38.9% | -62.7% | -26.1% |
| YTD | -10.5% | +14.4% | -24.9% | -11.9% |
| 1Y | -5.1% | +5.9% | -11.0% | -6.0% |
| 3Y | -11.6% | +58.8% | -70.4% | -15.6% |
| 5Y | +59.0% | +24.7% | +34.3% | +53.8% |
| 10Y | -75.7% | +163.1% | -238.8% | -78.0% |
| All | +105.7% | +8,838.9% | -8,733.1% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling