+12.8%
TEAM vs PCG
-6.6%
+19.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.1% | -2.2% |
| 7D | -0.4% | -13.9% | +13.4% | -2.8% |
| 30D | +67.3% | -16.9% | +84.2% | +61.4% |
| 3M | +86.8% | -14.7% | +101.5% | +82.7% |
| 6M | +146.8% | -23.8% | +170.6% | +136.9% |
| YTD | +16.9% | -10.5% | +27.4% | +14.9% |
| 1Y | +12.8% | -5.1% | +17.9% | +11.3% |
| All | +12.8% | -6.6% | +19.4% | +11.3% |
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