-25.9%
PCG vs SNDU
-33.0%
+7.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -11.4% | +13.6% | +2.0% |
| 7D | +2.2% | +9.0% | -6.8% | +2.3% |
| 30D | +0.8% | -67.4% | +68.2% | -0.1% |
| 3M | -23.8% | -75.6% | +51.8% | -24.5% |
| 6M | -19.6% | -84.0% | +64.4% | -21.4% |
| All | -25.9% | -33.0% | +7.1% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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