-75.3%
PCG vs WCN
+235.4%
-310.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.6% |
| 7D | +6.5% | -1.7% | +8.2% | +7.5% |
| 30D | -16.7% | -3.0% | -13.7% | -15.4% |
| 3M | -14.2% | +2.5% | -16.7% | -15.6% |
| 6M | -21.5% | -5.7% | -15.8% | -19.5% |
| YTD | -11.2% | -7.4% | -3.7% | -8.5% |
| 1Y | -4.2% | -8.6% | +4.4% | -0.8% |
| 3Y | -14.9% | +19.4% | -34.3% | -26.9% |
| 5Y | +54.2% | +27.2% | +27.0% | +24.5% |
| 10Y | -75.3% | +238.5% | -313.8% | -86.3% |
| All | -75.3% | +235.4% | -310.7% | -86.3% |
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