+552.9%
QQQ vs PCG
-75.6%
+628.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | +0.1% | -1.0% |
| 7D | -1.3% | +0.5% | -1.8% | -1.3% |
| 30D | -1.4% | -18.9% | +17.5% | -0.2% |
| 3M | +2.3% | -15.8% | +18.1% | +3.2% |
| 6M | +16.9% | -22.6% | +39.4% | +18.6% |
| YTD | +15.6% | -12.2% | +27.8% | +16.2% |
| 1Y | +22.6% | -7.1% | +29.7% | +22.6% |
| 3Y | +93.5% | -15.8% | +109.4% | +94.3% |
| 5Y | +93.9% | +53.3% | +40.6% | +87.3% |
| All | +552.9% | -75.6% | +628.4% | +571.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling