-10.4%
PCG vs SOLS
+22.7%
-33.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.4% | +3.6% |
| 7D | +5.4% | +4.5% | +0.9% | +5.4% |
| 30D | -15.1% | +6.0% | -21.1% | -14.8% |
| 3M | -9.8% | -19.7% | +9.9% | -8.8% |
| 6M | -18.0% | -10.4% | -7.6% | -17.4% |
| YTD | -7.2% | +33.3% | -40.5% | -6.4% |
| All | -10.4% | +22.7% | -33.1% | -9.3% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling