-21.8%
PCG vs IBB
+30.0%
-51.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.7% |
| 7D | -2.0% | +1.6% | -3.6% | -2.2% |
| 30D | -2.7% | +6.7% | -9.4% | -3.5% |
| 3M | -25.1% | +6.3% | -31.4% | -25.7% |
| 6M | -22.3% | +23.9% | -46.2% | -24.5% |
| YTD | -18.5% | +26.6% | -45.1% | -21.4% |
| 1Y | -21.8% | +29.6% | -51.5% | -25.1% |
| All | -21.8% | +30.0% | -51.9% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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