+54.5%
PCG vs SPXU
-86.1%
+140.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.2% | +2.7% |
| 7D | -13.9% | -0.1% | -13.7% | -13.8% |
| 30D | -16.9% | +0.8% | -17.7% | -16.7% |
| 3M | -14.7% | -4.7% | -10.0% | -15.3% |
| 6M | -23.8% | -29.6% | +5.8% | -28.8% |
| YTD | -10.5% | -29.9% | +19.4% | -16.3% |
| 1Y | -5.1% | -39.1% | +34.0% | -13.7% |
| 3Y | -11.6% | -80.0% | +68.4% | -34.6% |
| All | +54.5% | -86.1% | +140.6% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling