+26.2%
PCG vs NDAQ
+2,666.5%
-2,640.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.4% |
| 7D | -0.5% | +2.9% | -3.3% | -1.0% |
| 30D | +0.8% | +17.5% | -16.7% | -2.2% |
| 3M | -22.0% | +15.4% | -37.5% | -24.1% |
| 6M | -17.1% | +24.6% | -41.7% | -20.6% |
| YTD | -16.9% | +14.4% | -31.3% | -19.5% |
| 1Y | -19.1% | +26.9% | -46.0% | -23.1% |
| 3Y | -19.4% | +119.8% | -139.3% | -31.0% |
| 5Y | +9.0% | +70.5% | -61.5% | -3.0% |
| 10Y | -76.2% | +475.8% | -552.0% | -82.4% |
| All | +26.2% | +2,666.5% | -2,640.3% | -20.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling