-14.2%
PCG vs SOLS
+20.3%
-34.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -4.3% |
| 7D | +6.5% | +3.7% | +2.7% | +6.5% |
| 30D | -16.7% | +5.0% | -21.7% | -16.5% |
| 3M | -14.2% | -21.1% | +6.9% | -13.2% |
| 6M | -21.5% | -14.2% | -7.3% | -20.9% |
| YTD | -11.2% | +30.6% | -41.8% | -10.3% |
| All | -14.2% | +20.3% | -34.5% | -13.2% |
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