+12.3%
QQQ vs PCG
-14.1%
+26.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.1% | +1.0% |
| 7D | -4.6% | +1.9% | -6.5% | -4.6% |
| 30D | -8.5% | +8.5% | -17.0% | -8.3% |
| 3M | -4.3% | -22.9% | +18.6% | -5.3% |
| 6M | +3.1% | -16.8% | +19.8% | +2.6% |
| YTD | +13.0% | -15.8% | +28.8% | +14.8% |
| 1Y | +12.3% | -16.0% | +28.3% | +15.6% |
| All | +12.3% | -14.1% | +26.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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