-21.0%
PCG vs PODD
-10.3%
-10.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.2% | +4.2% | -1.5% |
| 7D | -1.6% | -2.1% | +0.5% | -1.4% |
| 30D | +1.4% | +9.0% | -7.6% | +0.7% |
| 3M | -23.4% | +5.2% | -28.6% | -23.9% |
| 6M | -19.4% | -3.2% | -16.2% | -19.6% |
| YTD | -18.5% | -48.5% | +30.0% | -13.9% |
| 1Y | -19.5% | -54.7% | +35.2% | -14.0% |
| 3Y | -21.0% | -7.8% | -13.2% | -25.4% |
| All | -21.0% | -10.3% | -10.7% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling