+35.9%
PCG vs NDAQ
+2,327.9%
-2,292.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +2.8% |
| 7D | -13.9% | -2.4% | -11.4% | -13.4% |
| 30D | -16.9% | +2.5% | -19.3% | -17.2% |
| 3M | -14.7% | +9.9% | -24.7% | -16.3% |
| 6M | -23.8% | +9.4% | -33.3% | -25.3% |
| YTD | -10.5% | +0.4% | -10.9% | -11.1% |
| 1Y | -5.1% | +4.0% | -9.1% | -6.5% |
| 3Y | -11.6% | +94.4% | -106.0% | -22.5% |
| 5Y | +59.0% | +56.7% | +2.3% | +43.9% |
| 10Y | -75.7% | +375.3% | -451.0% | -81.4% |
| All | +35.9% | +2,327.9% | -2,292.0% | -12.7% |
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