+3.8%
PCG vs SUI
+4,037.5%
-4,033.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.8% | +2.5% |
| 7D | -13.9% | -2.8% | -11.0% | -13.1% |
| 30D | -16.9% | -1.2% | -15.7% | -16.5% |
| 3M | -14.7% | -1.7% | -13.0% | -14.3% |
| 6M | -23.8% | -10.5% | -13.3% | -21.5% |
| YTD | -10.5% | -1.8% | -8.7% | -10.1% |
| 1Y | -5.1% | -4.1% | -1.0% | -4.1% |
| 3Y | -11.6% | +11.3% | -22.9% | -15.3% |
| 5Y | +59.0% | -32.1% | +91.1% | +72.6% |
| 10Y | -75.7% | +110.4% | -186.2% | -80.0% |
| All | +3.8% | +4,037.5% | -4,033.7% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling