-76.3%
PCG vs SU
+267.2%
-343.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -3.5% | +2.2% | -5.7% | -4.0% |
| 30D | -20.6% | +8.4% | -29.0% | -22.2% |
| 3M | -17.6% | +12.1% | -29.7% | -20.1% |
| 6M | -23.5% | +19.7% | -43.2% | -27.4% |
| YTD | -13.6% | +58.4% | -72.0% | -23.7% |
| 1Y | -11.3% | +67.2% | -78.6% | -22.9% |
| 3Y | -16.9% | +125.0% | -142.0% | -34.5% |
| 5Y | +50.8% | +355.1% | -304.2% | -5.0% |
| All | -76.3% | +267.2% | -343.5% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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