+8.1%
PCG vs NDAQ
+68.2%
-60.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -2.0% | +1.7% | -3.7% | -2.4% |
| 30D | -2.7% | +16.2% | -18.9% | -6.9% |
| 3M | -25.1% | +14.0% | -39.0% | -27.9% |
| 6M | -22.3% | +22.3% | -44.6% | -27.0% |
| YTD | -18.5% | +13.0% | -31.5% | -21.9% |
| 1Y | -21.8% | +24.0% | -45.8% | -27.7% |
| 3Y | -21.0% | +117.1% | -138.1% | -40.5% |
| 5Y | +8.1% | +67.5% | -59.5% | -16.1% |
| All | +8.1% | +68.2% | -60.1% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling