+625.2%
TEAM vs PCG
-73.1%
+698.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | 0.0% |
| 7D | -16.9% | -2.0% | -14.9% | -16.8% |
| 30D | -26.8% | -2.7% | -24.1% | -26.7% |
| 3M | -1.9% | -25.1% | +23.2% | -0.2% |
| 6M | +79.2% | -22.3% | +101.5% | +81.7% |
| YTD | -6.1% | -18.5% | +12.4% | -5.4% |
| 1Y | -2.1% | -21.8% | +19.8% | -1.0% |
| 3Y | -13.6% | -21.0% | +7.4% | -13.0% |
| 5Y | -65.8% | +8.1% | -73.9% | -66.3% |
| 10Y | +454.0% | -76.6% | +530.6% | +500.3% |
| All | +625.2% | -73.1% | +698.3% | +800.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling