-21.8%
PCG vs WST
+49.0%
-70.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -2.0% | +4.9% | -6.8% | -2.1% |
| 30D | -2.7% | +10.7% | -13.4% | -2.9% |
| 3M | -25.1% | +16.8% | -41.9% | -25.2% |
| 6M | -22.3% | +32.0% | -54.3% | -23.2% |
| YTD | -18.5% | +49.9% | -68.4% | -21.3% |
| 1Y | -21.8% | +50.6% | -72.5% | -24.7% |
| All | -21.8% | +49.0% | -70.8% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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