-5.1%
PCG vs IBKR
+45.1%
-50.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.4% |
| 7D | -13.9% | -3.3% | -10.6% | -14.0% |
| 30D | -16.9% | +4.5% | -21.3% | -17.0% |
| 3M | -14.7% | +6.5% | -21.2% | -15.0% |
| 6M | -23.8% | +34.2% | -58.0% | -25.3% |
| YTD | -10.5% | +44.5% | -55.0% | -13.5% |
| 1Y | -5.1% | +44.7% | -49.8% | -8.3% |
| All | -5.1% | +45.1% | -50.2% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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