+13.3%
PCG vs WWD
+13,645.4%
-13,632.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.0% | +4.7% | -0.1% |
| 7D | 0.0% | -2.6% | +2.6% | +0.4% |
| 30D | +5.8% | -7.7% | +13.6% | +7.3% |
| 3M | -22.8% | -17.7% | -5.0% | -20.0% |
| 6M | -18.4% | -15.9% | -2.5% | -16.3% |
| YTD | -16.9% | +1.8% | -18.6% | -18.2% |
| 1Y | -17.6% | +17.4% | -35.0% | -21.5% |
| 3Y | -20.0% | +137.1% | -157.1% | -34.8% |
| 5Y | +16.0% | +162.4% | -146.4% | -8.5% |
| 10Y | -76.7% | +452.5% | -529.2% | -84.1% |
| All | +13.3% | +13,645.4% | -13,632.2% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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