+2.9%
PCG vs QID
-36.4%
+39.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.4% | +3.6% |
| 7D | +5.4% | -2.7% | +8.1% | +5.5% |
| 30D | -15.1% | +1.8% | -16.9% | -15.2% |
| 3M | -9.8% | -2.2% | -7.7% | -10.0% |
| 6M | -18.0% | -32.1% | +14.1% | -19.2% |
| YTD | -7.2% | -28.6% | +21.3% | -9.0% |
| 1Y | +2.9% | -36.3% | +39.2% | -0.7% |
| All | +2.9% | -36.4% | +39.3% | -0.7% |
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