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  • PCG vs PR✓SelectedUSD · PRPCG vs PR performance historyLatest closeAs of+2.44%09/04
Stock and ETF performance explorer

PCG vs PR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-10.5%
PR return
+73.2%
Excess return
-83.7%
Maximum drawdown
-39.6%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioPRExcessAlpha
1D+2.4%-1.6%+4.0%+2.6%
7D-13.9%+2.9%-16.8%-14.2%
30D-16.9%+18.0%-34.9%-18.5%
3M-14.7%+16.9%-31.6%-16.5%
6M-23.8%+28.2%-52.0%-26.6%
YTD-10.5%+69.3%-79.8%-17.2%
1Y-5.1%+69.5%-74.6%-12.3%
All-10.5%+73.2%-83.7%-21.4%

Cumulative growth

Daily Returns

Daily percentage return beside PR.

Daily Out/Under-Performance

Portfolio return minus PR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × PR 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 PR 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