-76.2%
PCG vs SUI
+117.1%
-193.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.1% |
| 7D | -0.5% | +3.4% | -3.9% | -2.0% |
| 30D | +0.8% | +4.6% | -3.8% | -1.6% |
| 3M | -22.0% | +1.6% | -23.6% | -22.8% |
| 6M | -17.1% | -3.5% | -13.6% | -16.2% |
| YTD | -16.9% | -1.0% | -15.9% | -17.0% |
| 1Y | -19.1% | -1.7% | -17.3% | -19.0% |
| 3Y | -19.4% | +18.4% | -37.8% | -27.8% |
| 5Y | +9.0% | -26.3% | +35.3% | +21.2% |
| 10Y | -76.2% | +123.3% | -199.5% | -84.9% |
| All | -76.2% | +117.1% | -193.3% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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