-22.3%
PCG vs SUNB
+15.1%
-37.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.2% | -1.1% |
| 7D | -2.0% | +7.1% | -9.1% | -1.6% |
| 30D | -2.7% | +5.4% | -8.1% | -2.4% |
| 3M | -25.1% | +1.7% | -26.8% | -24.8% |
| 6M | -22.3% | +14.1% | -36.4% | -21.8% |
| All | -22.3% | +15.1% | -37.4% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling