+452.5%
TEAM vs PCG
-76.3%
+528.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.7% |
| 7D | -19.7% | -2.2% | -17.5% | -19.6% |
| 30D | -26.6% | -0.5% | -26.2% | -26.6% |
| 3M | -1.1% | -24.0% | +22.9% | +0.5% |
| 6M | +74.6% | -18.6% | +93.2% | +76.4% |
| YTD | -6.0% | -17.7% | +11.7% | -5.3% |
| 1Y | -3.2% | -20.0% | +16.8% | -2.4% |
| 3Y | -13.5% | -20.2% | +6.7% | -13.0% |
| 5Y | -65.5% | +8.4% | -73.8% | -66.0% |
| All | +452.5% | -76.3% | +528.8% | +518.3% |
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 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