-75.2%
PCG vs RGEN
+406.9%
-482.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.1% | +3.6% |
| 7D | +5.4% | -0.9% | +6.3% | +5.5% |
| 30D | -15.1% | +2.8% | -17.9% | -15.6% |
| 3M | -9.8% | +34.5% | -44.3% | -13.3% |
| 6M | -18.0% | +40.5% | -58.5% | -21.9% |
| YTD | -7.2% | +2.8% | -10.1% | -8.5% |
| 1Y | +2.9% | +39.6% | -36.8% | -2.5% |
| 3Y | -11.1% | +4.4% | -15.5% | -15.2% |
| 5Y | +61.8% | -42.8% | +104.5% | +61.1% |
| 10Y | -75.2% | +406.7% | -481.9% | -79.6% |
| All | -75.2% | +406.9% | -482.0% | -79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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