-4.2%
PCG vs ZBRA
+10.3%
-14.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -4.1% |
| 7D | +6.5% | -1.8% | +8.2% | +6.6% |
| 30D | -16.7% | -8.8% | -7.9% | -16.2% |
| 3M | -14.2% | +47.2% | -61.4% | -17.4% |
| 6M | -21.5% | +61.3% | -82.8% | -25.8% |
| YTD | -11.2% | +42.0% | -53.2% | -15.0% |
| 1Y | -4.2% | +10.5% | -14.7% | -4.4% |
| All | -4.2% | +10.3% | -14.5% | -4.4% |
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