+475.2%
TEAM vs PCG
-75.0%
+550.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.6% | -10.6% | -7.2% |
| 7D | -5.7% | +5.4% | -11.1% | -6.1% |
| 30D | +18.3% | -15.1% | +33.5% | +19.4% |
| 3M | +80.2% | -9.8% | +90.0% | +81.0% |
| 6M | +111.0% | -18.0% | +129.0% | +113.1% |
| YTD | +8.8% | -7.2% | +16.1% | +8.7% |
| 1Y | +2.2% | +2.9% | -0.7% | +1.1% |
| 3Y | -14.6% | -11.1% | -3.5% | -14.7% |
| 5Y | -53.8% | +61.8% | -115.6% | -55.4% |
| 10Y | +475.2% | -75.2% | +550.4% | +557.4% |
| All | +475.2% | -75.0% | +550.2% | +557.4% |
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