-76.7%
PCG vs MSCI
+799.4%
-876.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | -1.1% | +1.5% | -2.5% | -1.5% |
| 30D | +0.1% | +14.4% | -14.3% | -4.1% |
| 3M | -24.4% | +15.2% | -39.6% | -27.9% |
| 6M | -17.7% | +11.2% | -28.9% | -21.1% |
| YTD | -17.4% | +13.9% | -31.4% | -22.2% |
| 1Y | -19.4% | +12.5% | -31.9% | -23.7% |
| 3Y | -18.6% | +32.3% | -50.9% | -28.7% |
| 5Y | +10.2% | +4.9% | +5.4% | +1.4% |
| 10Y | -76.7% | +779.7% | -856.4% | -87.5% |
| All | -76.7% | +799.4% | -876.1% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling