-76.2%
PCG vs WCC
+460.5%
-536.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -0.5% | -9.9% | +9.5% | +1.7% |
| 30D | +0.8% | -13.4% | +14.2% | +3.8% |
| 3M | -22.0% | -13.5% | -8.6% | -20.1% |
| 6M | -17.1% | -10.6% | -6.5% | -16.4% |
| YTD | -16.9% | +30.1% | -46.9% | -24.8% |
| 1Y | -19.1% | +22.3% | -41.4% | -25.8% |
| 3Y | -19.4% | +130.3% | -149.7% | -42.0% |
| 5Y | +9.0% | +144.5% | -135.5% | -27.7% |
| 10Y | -76.2% | +431.8% | -508.0% | -90.8% |
| All | -76.2% | +460.5% | -536.7% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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