+9.3%
PCG vs PODD
-51.4%
+60.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.1% | 0.0% | +1.9% |
| 7D | +2.2% | +4.1% | -1.9% | +1.7% |
| 30D | +0.8% | +13.9% | -13.1% | -0.9% |
| 3M | -23.8% | +4.1% | -27.9% | -24.4% |
| 6M | -19.6% | +2.4% | -22.1% | -20.5% |
| YTD | -16.7% | -46.4% | +29.6% | -10.7% |
| 1Y | -19.4% | -54.2% | +34.8% | -11.8% |
| 3Y | -18.3% | -6.9% | -11.4% | -21.0% |
| All | +9.3% | -51.4% | +60.8% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling