-57.5%
PCG vs PODD
+767.5%
-825.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +2.7% |
| 7D | -13.9% | +1.6% | -15.5% | -14.1% |
| 30D | -16.9% | +10.7% | -27.5% | -17.9% |
| 3M | -14.7% | +0.7% | -15.5% | -15.3% |
| 6M | -23.8% | -39.3% | +15.5% | -20.3% |
| YTD | -10.5% | -48.1% | +37.6% | -4.8% |
| 1Y | -5.1% | -57.4% | +52.3% | +2.9% |
| 3Y | -11.6% | -23.3% | +11.7% | -11.7% |
| 5Y | +59.0% | -51.3% | +110.3% | +64.3% |
| 10Y | -75.7% | +242.0% | -317.8% | -79.4% |
| All | -57.5% | +767.5% | -825.0% | -70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling