-19.2%
PCG vs TECH
+29.5%
-48.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | -0.5% | +0.3% | -0.8% | -0.5% |
| 3M | -24.0% | +1.0% | -25.0% | -24.1% |
| 6M | -18.6% | +54.0% | -72.6% | -23.4% |
| YTD | -17.7% | +24.3% | -42.0% | -20.8% |
| 1Y | -20.0% | +23.7% | -43.7% | -23.0% |
| All | -19.2% | +29.5% | -48.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling