-12.9%
TEAM vs PCG
-20.2%
+7.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.6% |
| 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% | +0.6% |
| 6M | +74.6% | -18.6% | +93.2% | +76.0% |
| YTD | -6.0% | -17.7% | +11.7% | -6.9% |
| 1Y | -3.2% | -20.0% | +16.8% | -3.3% |
| All | -12.9% | -20.2% | +7.3% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling