-13.5%
PCG vs SOLS
+21.2%
-34.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.8% | -1.4% | +2.5% |
| 7D | -13.9% | +0.3% | -14.2% | -13.9% |
| 30D | -16.9% | +2.1% | -19.0% | -16.5% |
| 3M | -14.7% | -24.1% | +9.4% | -13.5% |
| 6M | -23.8% | -15.0% | -8.9% | -23.3% |
| YTD | -10.5% | +31.6% | -42.1% | -9.6% |
| All | -13.5% | +21.2% | -34.7% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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