-2.4%
PCG vs SUI
+4,142.3%
-4,144.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.3% | -0.6% |
| 7D | +1.9% | +10.0% | -8.1% | -0.8% |
| 30D | +8.5% | +8.4% | +0.1% | +5.8% |
| 3M | -22.9% | +0.7% | -23.5% | -23.1% |
| 6M | -16.8% | -0.9% | -15.8% | -16.7% |
| YTD | -15.8% | +0.6% | -16.4% | -16.2% |
| 1Y | -16.0% | +0.8% | -16.8% | -16.5% |
| 3Y | -18.9% | +15.5% | -34.4% | -23.1% |
| 5Y | +17.4% | -25.9% | +43.3% | +24.2% |
| 10Y | -76.4% | +119.5% | -195.9% | -80.8% |
| All | -2.4% | +4,142.3% | -4,144.7% | -47.1% |
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