+91.1%
PCG vs WEC
+4,455.0%
-4,363.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.4% |
| 7D | 0.0% | +3.2% | -3.2% | -2.1% |
| 30D | +5.8% | +14.7% | -8.8% | -3.6% |
| 3M | -22.8% | +10.2% | -33.0% | -27.7% |
| 6M | -18.4% | +4.5% | -22.9% | -20.9% |
| YTD | -16.9% | +15.1% | -32.0% | -24.4% |
| 1Y | -17.6% | +9.4% | -27.0% | -22.5% |
| 3Y | -20.0% | +56.9% | -76.9% | -41.1% |
| 5Y | +16.0% | +54.4% | -38.4% | -15.1% |
| 10Y | -76.7% | +183.5% | -260.2% | -89.2% |
| All | +91.1% | +4,455.0% | -4,363.9% | -82.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling