-19.1%
PCG vs ROIV
+104.3%
-123.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -0.5% | +14.3% | -14.7% | -1.6% |
| 30D | +0.8% | +16.2% | -15.5% | -0.5% |
| 3M | -22.0% | +15.1% | -37.2% | -22.9% |
| 6M | -17.1% | +44.2% | -61.3% | -17.9% |
| YTD | -16.9% | +89.8% | -106.7% | -17.8% |
| 1Y | -19.1% | +94.6% | -113.6% | -20.0% |
| All | -19.1% | +104.3% | -123.4% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling