-20.0%
PCG vs SUI
+17.1%
-37.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -2.0% | -3.8% | +1.9% | -0.7% |
| 30D | -2.7% | +3.9% | -6.6% | -4.3% |
| 3M | -25.1% | +0.2% | -25.3% | -25.2% |
| 6M | -22.3% | -4.2% | -18.1% | -21.3% |
| YTD | -18.5% | -2.5% | -16.0% | -18.0% |
| 1Y | -21.8% | -4.0% | -17.8% | -21.0% |
| All | -20.0% | +17.1% | -37.1% | -27.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling