-77.6%
PCG vs SUI
+115.7%
-193.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.3% |
| 7D | -1.6% | +6.2% | -7.8% | -4.3% |
| 30D | +1.4% | +8.6% | -7.2% | -2.7% |
| 3M | -23.4% | +1.0% | -24.4% | -24.0% |
| 6M | -19.4% | -2.6% | -16.8% | -18.8% |
| YTD | -18.5% | -0.1% | -18.4% | -19.0% |
| 1Y | -19.5% | +0.5% | -20.0% | -20.3% |
| 3Y | -21.0% | +15.3% | -36.2% | -28.3% |
| 5Y | +13.7% | -26.1% | +39.9% | +26.5% |
| All | -77.6% | +115.7% | -193.4% | -86.2% |
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