-77.6%
PCG vs RMD
+350.6%
-428.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.5% |
| 7D | -1.6% | +2.3% | -3.9% | -2.2% |
| 30D | +1.4% | +4.1% | -2.7% | +0.1% |
| 3M | -23.4% | +5.7% | -29.1% | -25.0% |
| 6M | -19.4% | +12.9% | -32.3% | -22.7% |
| YTD | -18.5% | -1.5% | -17.0% | -19.3% |
| 1Y | -19.5% | -4.8% | -14.8% | -19.7% |
| 3Y | -21.0% | +57.5% | -78.5% | -33.8% |
| 5Y | +13.7% | -5.5% | +19.2% | +9.1% |
| All | -77.6% | +350.6% | -428.3% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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