-75.3%
PCG vs SIRI
-14.2%
-61.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.3% | -4.1% |
| 7D | +6.5% | -3.9% | +10.4% | +7.2% |
| 30D | -16.7% | -0.8% | -15.9% | -16.7% |
| 3M | -14.2% | +4.3% | -18.5% | -15.1% |
| 6M | -21.5% | +34.1% | -55.5% | -26.2% |
| YTD | -11.2% | +47.3% | -58.5% | -18.2% |
| 1Y | -4.2% | +22.9% | -27.1% | -8.9% |
| 3Y | -14.9% | -24.6% | +9.7% | -14.6% |
| 5Y | +54.2% | -43.2% | +97.4% | +57.8% |
| 10Y | -75.3% | -12.3% | -63.0% | -77.5% |
| All | -75.3% | -14.2% | -61.1% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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