-75.9%
PCG vs SPXU
-99.5%
+23.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -0.6% |
| 7D | +0.5% | +6.4% | -5.9% | +2.3% |
| 30D | -18.9% | +5.9% | -24.9% | -17.5% |
| 3M | -15.8% | -11.7% | -4.2% | -18.5% |
| 6M | -22.6% | -28.7% | +6.1% | -29.0% |
| YTD | -12.2% | -26.4% | +14.2% | -18.6% |
| 1Y | -7.1% | -35.2% | +28.1% | -16.7% |
| 3Y | -15.8% | -79.8% | +64.0% | -43.0% |
| 5Y | +53.3% | -86.1% | +139.4% | +5.4% |
| All | -75.9% | -99.5% | +23.7% | -91.1% |
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