-5.1%
PCG vs QID
-38.2%
+33.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -13.9% | -0.6% | -13.2% | -13.8% |
| 30D | -16.9% | 0.0% | -16.9% | -16.9% |
| 3M | -14.7% | +3.7% | -18.5% | -14.9% |
| 6M | -23.8% | -29.9% | +6.0% | -25.0% |
| YTD | -10.5% | -28.8% | +18.3% | -12.2% |
| 1Y | -5.1% | -37.2% | +32.1% | -8.7% |
| All | -5.1% | -38.2% | +33.1% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling