-76.7%
PCG vs SPXU
-99.5%
+22.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -7.0% | +8.3% | -0.7% |
| 7D | -1.1% | -1.5% | +0.4% | -1.2% |
| 30D | +0.1% | +9.7% | -9.6% | +3.2% |
| 3M | -24.4% | +8.4% | -32.9% | -22.2% |
| 6M | -17.7% | -5.7% | -11.9% | -18.2% |
| YTD | -17.4% | -25.4% | +8.0% | -22.8% |
| 1Y | -19.4% | -28.9% | +9.5% | -25.5% |
| 3Y | -18.6% | -81.2% | +62.6% | -46.2% |
| 5Y | +10.2% | -83.3% | +93.5% | -19.4% |
| 10Y | -76.7% | -99.5% | +22.8% | -91.4% |
| All | -76.7% | -99.5% | +22.8% | -91.4% |
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