+35.8%
PCG vs ZBRA
+8,301.1%
-8,265.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.1% | +1.2% |
| 7D | -1.1% | -9.5% | +8.5% | 0.0% |
| 30D | +0.1% | -15.6% | +15.7% | +1.8% |
| 3M | -24.4% | -13.2% | -11.2% | -23.4% |
| 6M | -17.7% | +44.5% | -62.2% | -21.5% |
| YTD | -17.4% | +34.5% | -52.0% | -20.9% |
| 1Y | -19.4% | +25.9% | -45.3% | -22.2% |
| 3Y | -18.6% | +61.3% | -79.9% | -24.5% |
| 5Y | +10.2% | -45.2% | +55.4% | +12.5% |
| 10Y | -76.7% | +386.5% | -463.2% | -80.3% |
| All | +35.8% | +8,301.1% | -8,265.3% | -4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling