+16.0%
PCG vs URI
+178.2%
-162.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.1% | +5.9% | 0.0% |
| 7D | 0.0% | -12.9% | +12.9% | +2.5% |
| 30D | +5.8% | -3.4% | +9.2% | +6.3% |
| 3M | -22.8% | -10.0% | -12.7% | -21.5% |
| 6M | -18.4% | +12.2% | -30.6% | -21.1% |
| YTD | -16.9% | +29.8% | -46.6% | -23.0% |
| 1Y | -17.6% | +24.6% | -42.2% | -23.1% |
| 3Y | -20.0% | +137.6% | -157.6% | -38.8% |
| 5Y | +16.0% | +176.6% | -160.6% | -15.1% |
| All | +16.0% | +178.2% | -162.2% | -15.1% |
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