+15.1%
TEAM vs PCG
-14.1%
+29.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.4% |
| 7D | -13.7% | +1.9% | -15.6% | -13.3% |
| 30D | -3.4% | +8.5% | -11.9% | -1.4% |
| 3M | +72.1% | -22.9% | +95.0% | +60.9% |
| 6M | +103.8% | -16.8% | +120.6% | +102.1% |
| YTD | +17.1% | -15.8% | +32.9% | +14.9% |
| 1Y | +15.1% | -16.0% | +31.1% | +12.3% |
| All | +15.1% | -14.1% | +29.2% | +12.3% |
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