+14.7%
RTX vs PCG
-14.1%
+28.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.5% | -2.7% |
| 7D | +1.3% | +1.9% | -0.6% | +1.1% |
| 30D | +7.6% | +8.5% | -0.9% | +6.7% |
| 3M | -8.6% | -22.9% | +14.2% | -6.3% |
| 6M | +15.6% | -16.8% | +32.4% | +16.2% |
| YTD | +9.4% | -15.8% | +25.2% | +12.7% |
| 1Y | +14.7% | -16.0% | +30.7% | +19.0% |
| All | +14.7% | -14.1% | +28.8% | +19.0% |
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 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