-20.0%
PCG vs ZBRA
+26.9%
-46.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.1% |
| 7D | -2.2% | -1.5% | -0.7% | -2.2% |
| 30D | -0.5% | -15.6% | +15.2% | +0.4% |
| 3M | -24.0% | -14.5% | -9.4% | -23.4% |
| 6M | -18.6% | +50.9% | -69.5% | -21.9% |
| YTD | -17.7% | +34.8% | -52.5% | -20.3% |
| 1Y | -20.0% | +28.3% | -48.3% | -23.6% |
| All | -20.0% | +26.9% | -46.9% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling