-26.0%
PCG vs WCC
+1,412.6%
-1,438.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.1% | -2.3% |
| 7D | -1.6% | -14.7% | +13.1% | +0.7% |
| 30D | +1.4% | -20.1% | +21.5% | +4.7% |
| 3M | -23.4% | -21.2% | -2.2% | -21.0% |
| 6M | -19.4% | -19.2% | -0.2% | -17.6% |
| YTD | -18.5% | +20.2% | -38.7% | -22.2% |
| 1Y | -19.5% | +14.5% | -34.0% | -22.8% |
| 3Y | -21.0% | +115.1% | -136.1% | -33.6% |
| 5Y | +13.7% | +121.5% | -107.8% | -7.3% |
| 10Y | -77.2% | +468.1% | -545.3% | -84.9% |
| All | -26.0% | +1,412.6% | -1,438.5% | -63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling