+54.5%
PCG vs URI
+200.7%
-146.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.1% |
| 7D | -13.9% | -2.0% | -11.9% | -13.6% |
| 30D | -16.9% | -12.9% | -3.9% | -14.8% |
| 3M | -14.7% | -6.7% | -8.0% | -14.1% |
| 6M | -23.8% | +19.0% | -42.8% | -27.5% |
| YTD | -10.5% | +25.5% | -36.0% | -16.3% |
| 1Y | -5.1% | +5.5% | -10.7% | -7.8% |
| 3Y | -11.6% | +111.3% | -122.9% | -29.8% |
| All | +54.5% | +200.7% | -146.2% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling