+802.8%
TEAM vs PCG
-70.5%
+873.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.1% | -2.8% |
| 7D | -0.4% | -13.9% | +13.4% | +0.4% |
| 30D | +67.3% | -16.9% | +84.2% | +69.1% |
| 3M | +86.8% | -14.7% | +101.5% | +88.4% |
| 6M | +146.8% | -23.8% | +170.6% | +150.6% |
| YTD | +16.9% | -10.5% | +27.4% | +17.1% |
| 1Y | +12.8% | -5.1% | +17.9% | +12.3% |
| 3Y | -7.3% | -11.6% | +4.3% | -7.3% |
| 5Y | -50.7% | +59.0% | -109.7% | -52.3% |
| 10Y | +529.8% | -75.7% | +605.6% | +579.3% |
| All | +802.8% | -70.5% | +873.3% | +1,013.9% |
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