+2.9%
PCG vs WPM
+46.9%
-44.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.6% | +3.6% |
| 7D | +5.4% | +7.0% | -1.6% | +5.0% |
| 30D | -15.1% | +15.7% | -30.9% | -15.6% |
| 3M | -9.8% | +35.2% | -45.0% | -11.2% |
| 6M | -18.0% | +6.1% | -24.1% | -18.3% |
| YTD | -7.2% | +32.6% | -39.8% | -9.2% |
| 1Y | +2.9% | +46.9% | -44.0% | -0.6% |
| All | +2.9% | +46.9% | -44.0% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling