+7.0%
PCG vs WCC
+144.0%
-136.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.0% | +14.2% | -16.2% | -4.1% |
| 30D | -2.7% | -9.8% | +7.1% | -1.5% |
| 3M | -25.1% | -10.1% | -14.9% | -24.3% |
| 6M | -22.3% | -9.4% | -12.9% | -22.0% |
| YTD | -18.5% | +34.4% | -52.9% | -24.2% |
| 1Y | -21.8% | +23.3% | -45.1% | -26.3% |
| 3Y | -21.0% | +137.9% | -159.0% | -37.7% |
| All | +7.0% | +144.0% | -136.9% | -21.0% |
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