+14.1%
PCG vs IBB
+37.5%
-23.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.6% |
| 7D | -1.6% | -1.8% | +0.2% | -1.0% |
| 30D | +1.4% | +5.1% | -3.7% | -0.6% |
| 3M | -23.4% | +10.7% | -34.1% | -26.6% |
| 6M | -19.4% | +22.9% | -42.3% | -26.0% |
| YTD | -18.5% | +26.7% | -45.2% | -26.4% |
| 1Y | -19.5% | +35.1% | -54.6% | -29.4% |
| 3Y | -21.0% | +80.2% | -101.2% | -39.7% |
| All | +14.1% | +37.5% | -23.3% | -12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling