-77.6%
PCG vs URI
+1,374.0%
-1,451.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.3% |
| 7D | -1.6% | -9.8% | +8.2% | +1.0% |
| 30D | +1.4% | +1.7% | -0.3% | +0.7% |
| 3M | -23.4% | -9.1% | -14.3% | -21.9% |
| 6M | -19.4% | +9.9% | -29.2% | -22.4% |
| YTD | -18.5% | +31.2% | -49.7% | -26.6% |
| 1Y | -19.5% | +25.9% | -45.5% | -26.8% |
| 3Y | -21.0% | +147.4% | -168.4% | -43.6% |
| 5Y | +13.7% | +179.7% | -166.0% | -25.1% |
| All | -77.6% | +1,374.0% | -1,451.6% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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