-65.4%
TEAM vs PCG
+10.2%
-75.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -2.1% |
| 7D | -2.4% | +2.2% | -4.6% | -3.1% |
| 30D | -26.7% | +0.8% | -27.5% | -26.9% |
| 3M | -9.6% | -23.8% | +14.2% | -3.3% |
| 6M | +86.0% | -19.6% | +105.7% | +94.4% |
| YTD | -7.5% | -16.7% | +9.2% | -6.6% |
| 1Y | -1.4% | -19.4% | +18.0% | +1.0% |
| 3Y | -14.3% | -18.3% | +4.0% | -16.7% |
| All | -65.4% | +10.2% | -75.7% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling