-18.6%
PCG vs NDAQ
+117.2%
-135.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.0% |
| 7D | -1.1% | -0.1% | -0.9% | -1.0% |
| 30D | +0.1% | +15.9% | -15.8% | -3.5% |
| 3M | -24.4% | +15.1% | -39.5% | -27.0% |
| 6M | -17.7% | +22.9% | -40.5% | -22.0% |
| YTD | -17.4% | +12.8% | -30.3% | -19.7% |
| 1Y | -19.4% | +26.0% | -45.4% | -25.2% |
| 3Y | -18.6% | +119.7% | -138.3% | -40.1% |
| All | -18.6% | +117.2% | -135.8% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 3y: compounded portfolio wealth divided by compounded NDAQ 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…
3y analysis · Full analysis span regression · 6 months rolling