-76.7%
PCG vs QLD
+1,470.2%
-1,546.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.8% | -5.5% | -0.4% |
| 7D | -1.1% | -1.4% | +0.4% | -1.0% |
| 30D | +0.1% | -19.6% | +19.7% | +5.1% |
| 3M | -24.4% | -14.1% | -10.3% | -22.1% |
| 6M | -17.7% | -13.6% | -4.0% | -16.2% |
| YTD | -17.4% | +12.5% | -30.0% | -22.3% |
| 1Y | -19.4% | +13.1% | -32.5% | -24.5% |
| 3Y | -18.6% | +154.7% | -173.3% | -42.4% |
| 5Y | +10.2% | +81.1% | -70.9% | -18.7% |
| 10Y | -76.7% | +1,418.0% | -1,494.7% | -91.4% |
| All | -76.7% | +1,470.2% | -1,546.9% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling