-76.0%
PCG vs SPXU
-99.5%
+23.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +0.9% | +2.5% |
| 7D | +2.2% | -7.6% | +9.7% | 0.0% |
| 30D | +0.8% | +5.3% | -4.6% | +2.7% |
| 3M | -23.8% | +9.6% | -33.4% | -21.3% |
| 6M | -19.6% | -4.5% | -15.1% | -19.8% |
| YTD | -16.7% | -25.9% | +9.1% | -22.2% |
| 1Y | -19.4% | -28.9% | +9.5% | -25.5% |
| 3Y | -18.3% | -80.5% | +62.2% | -45.4% |
| 5Y | +10.4% | -83.4% | +93.8% | -19.4% |
| All | -76.0% | -99.5% | +23.5% | -91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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