+10.1%
PCG vs RMD
+36,837.6%
-36,827.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -13.9% | -5.0% | -8.9% | -13.4% |
| 30D | -16.9% | +2.2% | -19.1% | -17.2% |
| 3M | -14.7% | +17.8% | -32.6% | -16.6% |
| 6M | -23.8% | -11.3% | -12.5% | -23.0% |
| YTD | -10.5% | -4.4% | -6.1% | -10.4% |
| 1Y | -5.1% | -15.7% | +10.6% | -3.6% |
| 3Y | -11.6% | +47.7% | -59.3% | -17.0% |
| 5Y | +59.0% | -19.2% | +78.2% | +59.1% |
| 10Y | -75.7% | +280.4% | -356.1% | -79.4% |
| All | +10.1% | +36,837.6% | -36,827.6% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling