+2.9%
PCG vs SAP
-19.9%
+22.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.3% | +3.6% |
| 7D | +5.4% | -0.3% | +5.7% | +5.4% |
| 30D | -15.1% | +2.6% | -17.7% | -15.1% |
| 3M | -9.8% | +16.3% | -26.1% | -10.1% |
| 6M | -18.0% | +6.4% | -24.4% | -18.0% |
| YTD | -7.2% | -11.4% | +4.2% | -6.9% |
| 1Y | +2.9% | -20.4% | +23.3% | +6.3% |
| All | +2.9% | -19.9% | +22.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SAP 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling