-4.2%
PCG vs GWW
+29.4%
-33.6%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -4.1% |
| 7D | +6.5% | -0.5% | +6.9% | +6.5% |
| 30D | -16.7% | -1.4% | -15.3% | -16.5% |
| 3M | -14.2% | -3.6% | -10.5% | -13.9% |
| 6M | -21.5% | +15.1% | -36.6% | -24.2% |
| YTD | -11.2% | +27.5% | -38.7% | -16.8% |
| 1Y | -4.2% | +29.6% | -33.8% | -8.8% |
| All | -4.2% | +29.4% | -33.6% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling