+54.5%
PCG vs TECH
-42.5%
+96.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.4% |
| 7D | -13.9% | +0.1% | -14.0% | -13.9% |
| 30D | -16.9% | +0.7% | -17.6% | -16.9% |
| 3M | -14.7% | +36.3% | -51.1% | -19.3% |
| 6M | -23.8% | +25.6% | -49.4% | -27.4% |
| YTD | -10.5% | +23.7% | -34.2% | -14.7% |
| 1Y | -5.1% | +37.6% | -42.8% | -11.9% |
| 3Y | -11.6% | -6.6% | -5.0% | -13.5% |
| All | +54.5% | -42.5% | +96.9% | +58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling