+14.1%
PCG vs SPXU
-81.8%
+95.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -2.1% |
| 7D | -1.6% | +7.6% | -9.1% | +0.1% |
| 30D | +1.4% | +17.5% | -16.1% | +5.1% |
| 3M | -23.4% | +14.7% | -38.0% | -20.8% |
| 6M | -19.4% | -0.1% | -19.3% | -18.8% |
| YTD | -18.5% | -19.8% | +1.3% | -21.2% |
| 1Y | -19.5% | -23.7% | +4.2% | -23.0% |
| 3Y | -21.0% | -79.5% | +58.5% | -41.4% |
| All | +14.1% | -81.8% | +95.9% | -7.7% |
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