+631.8%
TEAM vs PCG
-73.1%
+704.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -2.0% | -14.2% | -16.0% |
| 7D | -19.8% | -1.6% | -18.2% | -19.7% |
| 30D | -21.5% | +1.4% | -22.9% | -21.6% |
| 3M | +39.5% | -23.4% | +62.9% | +41.7% |
| 6M | +73.1% | -19.4% | +92.4% | +75.0% |
| YTD | -5.2% | -18.5% | +13.3% | -4.5% |
| 1Y | -1.6% | -19.5% | +18.0% | -0.8% |
| 3Y | -11.4% | -21.0% | +9.5% | -10.8% |
| 5Y | -65.1% | +13.7% | -78.8% | -65.7% |
| 10Y | +471.3% | -77.2% | +548.5% | +519.5% |
| All | +631.8% | -73.1% | +704.9% | +808.5% |
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 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