-76.7%
PCG vs WPM
+553.6%
-630.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.6% | -4.3% | +0.4% |
| 7D | -1.1% | +20.8% | -21.9% | -4.1% |
| 30D | +0.1% | +3.8% | -3.7% | -0.7% |
| 3M | -24.4% | +7.4% | -31.8% | -25.6% |
| 6M | -17.7% | +4.0% | -21.6% | -18.9% |
| YTD | -17.4% | +23.0% | -40.4% | -21.8% |
| 1Y | -19.4% | +45.9% | -65.3% | -26.1% |
| 3Y | -18.6% | +242.9% | -261.5% | -37.3% |
| 5Y | +10.2% | +259.5% | -249.3% | -17.3% |
| 10Y | -76.7% | +577.7% | -654.4% | -85.6% |
| All | -76.7% | +553.6% | -630.3% | -85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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