+53.3%
PCG vs IBKR
+480.3%
-426.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -1.0% |
| 7D | +0.5% | -3.8% | +4.3% | +1.1% |
| 30D | -18.9% | -0.3% | -18.6% | -19.1% |
| 3M | -15.8% | +4.8% | -20.6% | -17.1% |
| 6M | -22.6% | +30.8% | -53.3% | -27.0% |
| YTD | -12.2% | +39.5% | -51.7% | -18.8% |
| 1Y | -7.1% | +43.7% | -50.7% | -14.9% |
| 3Y | -15.8% | +284.7% | -300.5% | -39.6% |
| 5Y | +53.3% | +484.9% | -431.6% | -5.0% |
| All | +53.3% | +480.3% | -426.9% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling