+10,266.7%
RTX vs PCG
+103.4%
+10,163.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.0% |
| 7D | -5.2% | -13.9% | +8.7% | -3.4% |
| 30D | -9.4% | -16.9% | +7.5% | -7.3% |
| 3M | +12.3% | -14.7% | +27.0% | +14.3% |
| 6M | -3.1% | -23.8% | +20.7% | +0.2% |
| YTD | +10.7% | -10.5% | +21.2% | +11.7% |
| 1Y | +28.4% | -5.1% | +33.5% | +28.3% |
| 3Y | +147.1% | -11.6% | +158.7% | +147.4% |
| 5Y | +167.2% | +59.0% | +108.2% | +143.4% |
| 10Y | +274.7% | -75.7% | +350.5% | +291.0% |
| All | +10,266.7% | +103.4% | +10,163.3% | +5,165.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling