+91.1%
PCG vs NI
+5,620.3%
-5,529.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | -0.5% | +1.5% | -2.0% | -1.3% |
| 30D | +0.8% | +11.9% | -11.1% | -5.7% |
| 3M | -22.0% | +9.1% | -31.2% | -26.0% |
| 6M | -17.1% | -1.8% | -15.3% | -16.4% |
| YTD | -16.9% | +11.4% | -28.2% | -22.1% |
| 1Y | -19.1% | +6.4% | -25.4% | -22.1% |
| 3Y | -19.4% | +98.2% | -117.7% | -46.2% |
| 5Y | +9.0% | +110.1% | -101.1% | -30.3% |
| 10Y | -76.2% | +189.0% | -265.2% | -86.9% |
| All | +91.1% | +5,620.3% | -5,529.2% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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