+91.1%
PCG vs GEN
+8,824.3%
-8,733.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.3% | -1.2% |
| 7D | 0.0% | +8.5% | -8.5% | -0.6% |
| 30D | +5.8% | +34.2% | -28.4% | +3.3% |
| 3M | -22.8% | +10.0% | -32.7% | -23.6% |
| 6M | -18.4% | +56.8% | -75.2% | -21.7% |
| YTD | -16.9% | +14.2% | -31.1% | -18.4% |
| 1Y | -17.6% | +20.8% | -38.4% | -19.5% |
| 3Y | -20.0% | +84.1% | -104.0% | -24.6% |
| 5Y | +16.0% | +37.1% | -21.1% | +11.2% |
| 10Y | -76.7% | +171.5% | -248.2% | -79.0% |
| All | +91.1% | +8,824.3% | -8,733.2% | +33.8% |
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