+87.3%
PCG vs GEN
+8,588.0%
-8,500.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.7% | -1.8% |
| 7D | -1.6% | +2.3% | -3.9% | -1.8% |
| 30D | +1.4% | +33.1% | -31.6% | -1.0% |
| 3M | -23.4% | +6.5% | -29.9% | -24.0% |
| 6M | -19.4% | +53.8% | -73.2% | -22.5% |
| YTD | -18.5% | +11.2% | -29.7% | -19.8% |
| 1Y | -19.5% | +19.4% | -38.9% | -21.3% |
| 3Y | -21.0% | +81.0% | -102.0% | -25.5% |
| 5Y | +13.7% | +33.4% | -19.7% | +9.2% |
| 10Y | -77.2% | +164.3% | -241.4% | -79.3% |
| All | +87.3% | +8,588.0% | -8,500.7% | +31.4% |
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 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