+16.0%
PCG vs PAAS
+75.8%
-59.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.0% |
| 7D | 0.0% | -0.4% | +0.4% | 0.0% |
| 30D | +5.8% | -11.6% | +17.5% | +7.1% |
| 3M | -22.8% | -15.6% | -7.2% | -21.6% |
| 6M | -18.4% | -19.1% | +0.7% | -17.2% |
| YTD | -16.9% | -20.9% | +4.1% | -16.2% |
| 1Y | -17.6% | +21.3% | -38.9% | -21.6% |
| 3Y | -20.0% | +177.4% | -197.4% | -35.3% |
| 5Y | +16.0% | +71.3% | -55.3% | +2.9% |
| All | +16.0% | +75.8% | -59.8% | +2.9% |
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