+8.1%
PCG vs RMD
-1.5%
+9.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -2.7% | +1.9% | -4.6% | -3.2% |
| 3M | -25.1% | +6.3% | -31.4% | -26.1% |
| 6M | -22.3% | +18.2% | -40.5% | -25.1% |
| YTD | -18.5% | +0.3% | -18.8% | -19.2% |
| 1Y | -21.8% | -4.3% | -17.6% | -21.9% |
| 3Y | -21.0% | +71.3% | -92.3% | -31.6% |
| 5Y | +8.1% | -1.8% | +9.9% | +7.2% |
| All | +8.1% | -1.5% | +9.6% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling