+50.3%
TER vs PCG
-20.1%
+70.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.0% | +9.3% | +8.3% |
| 7D | +5.9% | -2.2% | +8.1% | +6.0% |
| 30D | -30.8% | -0.5% | -30.3% | -30.7% |
| 3M | -29.9% | -24.0% | -6.0% | -29.4% |
| 6M | -27.5% | -18.6% | -8.8% | -27.3% |
| YTD | +37.5% | -17.7% | +55.1% | +45.4% |
| 1Y | +50.3% | -20.0% | +70.3% | +65.0% |
| All | +50.3% | -20.1% | +70.3% | +65.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling