-76.7%
PCG vs WEC
+178.6%
-255.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.6% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +0.1% | +12.9% | -12.9% | -7.4% |
| 3M | -24.4% | +9.8% | -34.2% | -28.8% |
| 6M | -17.7% | +6.7% | -24.4% | -21.0% |
| YTD | -17.4% | +14.0% | -31.4% | -23.9% |
| 1Y | -19.4% | +7.3% | -26.7% | -22.9% |
| 3Y | -18.6% | +63.8% | -82.4% | -40.1% |
| 5Y | +10.2% | +54.8% | -44.5% | -17.2% |
| 10Y | -76.7% | +185.7% | -262.4% | -89.3% |
| All | -76.7% | +178.6% | -255.3% | -89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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