-76.2%
PCG vs WCN
+300.6%
-376.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | -0.5% | +2.6% | -3.1% | -1.8% |
| 30D | +0.8% | +25.3% | -24.6% | -11.2% |
| 3M | -22.0% | +15.2% | -37.3% | -28.2% |
| 6M | -17.1% | +26.4% | -43.5% | -27.7% |
| YTD | -16.9% | +9.9% | -26.8% | -22.3% |
| 1Y | -19.1% | +16.2% | -35.2% | -27.0% |
| 3Y | -19.4% | +49.4% | -68.9% | -39.3% |
| 5Y | +9.0% | +46.2% | -37.2% | -18.3% |
| 10Y | -76.2% | +305.7% | -381.9% | -87.5% |
| All | -76.2% | +300.6% | -376.8% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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