-75.2%
PCG vs RMD
+265.7%
-340.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.2% | +6.8% | +4.4% |
| 7D | +5.4% | -4.5% | +9.9% | +6.6% |
| 30D | -15.1% | +4.6% | -19.7% | -16.4% |
| 3M | -9.8% | +14.8% | -24.6% | -13.7% |
| 6M | -18.0% | -12.1% | -5.9% | -15.9% |
| YTD | -7.2% | -7.5% | +0.2% | -6.4% |
| 1Y | +2.9% | -20.1% | +22.9% | +7.8% |
| 3Y | -11.1% | +53.9% | -65.0% | -25.3% |
| 5Y | +61.8% | -22.2% | +84.0% | +65.2% |
| 10Y | -75.2% | +268.2% | -343.4% | -82.5% |
| All | -75.2% | +265.7% | -340.8% | -82.5% |
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