+54.5%
PCG vs WCC
+216.1%
-161.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.9% | -1.4% | +1.8% |
| 7D | -13.9% | +4.5% | -18.3% | -14.5% |
| 30D | -16.9% | -5.8% | -11.1% | -16.2% |
| 3M | -14.7% | -3.7% | -11.1% | -14.7% |
| 6M | -23.8% | +23.1% | -46.9% | -27.3% |
| YTD | -10.5% | +44.2% | -54.7% | -17.2% |
| 1Y | -5.1% | +62.1% | -67.2% | -14.5% |
| 3Y | -11.6% | +121.1% | -132.7% | -28.0% |
| All | +54.5% | +216.1% | -161.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling