-75.3%
PCG vs ZBRA
+407.5%
-482.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.8% |
| 7D | +6.5% | -1.8% | +8.2% | +6.9% |
| 30D | -16.7% | -8.8% | -7.9% | -15.0% |
| 3M | -14.2% | +47.2% | -61.4% | -22.5% |
| 6M | -21.5% | +61.3% | -82.8% | -31.0% |
| YTD | -11.2% | +42.0% | -53.2% | -20.0% |
| 1Y | -4.2% | +10.5% | -14.7% | -8.7% |
| 3Y | -14.9% | +34.5% | -49.4% | -25.7% |
| 5Y | +54.2% | -40.3% | +94.5% | +64.0% |
| 10Y | -75.3% | +421.5% | -496.8% | -83.0% |
| All | -75.3% | +407.5% | -482.8% | -83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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