+54.5%
PCG vs PAAS
+113.1%
-58.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +2.7% |
| 7D | -13.9% | -2.9% | -11.0% | -13.6% |
| 30D | -16.9% | +6.8% | -23.7% | -17.6% |
| 3M | -14.7% | -2.9% | -11.8% | -14.8% |
| 6M | -23.8% | -16.4% | -7.4% | -22.8% |
| YTD | -10.5% | 0.0% | -10.5% | -11.9% |
| 1Y | -5.1% | +54.3% | -59.4% | -12.5% |
| 3Y | -11.6% | +230.7% | -242.3% | -30.4% |
| All | +54.5% | +113.1% | -58.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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