-76.0%
PCG vs RACE
+729.2%
-805.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.7% |
| 7D | +2.2% | -1.2% | +3.4% | +2.6% |
| 30D | +0.8% | +6.1% | -5.4% | -1.3% |
| 3M | -23.8% | -0.3% | -23.5% | -24.1% |
| 6M | -19.6% | +23.4% | -43.0% | -26.0% |
| YTD | -16.7% | +12.5% | -29.3% | -21.4% |
| 1Y | -19.4% | -0.5% | -18.9% | -20.6% |
| 3Y | -18.3% | +23.6% | -41.9% | -28.9% |
| 5Y | +10.4% | +65.4% | -55.0% | -17.1% |
| All | -76.0% | +729.2% | -805.2% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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