-76.5%
PCG vs RVTY
+216.9%
-293.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -2.0% | +4.1% | -6.1% | -2.9% |
| 30D | -2.7% | +1.3% | -4.0% | -3.2% |
| 3M | -25.1% | +33.3% | -58.3% | -30.4% |
| 6M | -22.3% | +58.3% | -80.6% | -31.2% |
| YTD | -18.5% | +62.7% | -81.2% | -29.0% |
| 1Y | -21.8% | +67.2% | -89.1% | -32.6% |
| 3Y | -21.0% | +87.3% | -108.3% | -36.3% |
| 5Y | +8.1% | -13.4% | +21.5% | +7.4% |
| All | -76.5% | +216.9% | -293.4% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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