-76.2%
PCG vs BUD
-4.3%
-71.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.2% |
| 7D | -0.5% | +6.0% | -6.5% | -3.0% |
| 30D | +0.8% | +11.3% | -10.5% | -4.1% |
| 3M | -22.0% | +3.6% | -25.6% | -23.5% |
| 6M | -17.1% | +7.7% | -24.8% | -20.1% |
| YTD | -16.9% | +36.4% | -53.2% | -28.0% |
| 1Y | -19.1% | +37.8% | -56.9% | -30.4% |
| 3Y | -19.4% | +51.2% | -70.7% | -35.0% |
| 5Y | +9.0% | +53.4% | -44.4% | -14.9% |
| 10Y | -76.2% | -3.2% | -73.0% | -79.0% |
| All | -76.2% | -4.3% | -71.9% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling