-16.0%
PCG vs UUUU
-55.1%
+39.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +0.8% |
| 7D | +1.9% | -14.4% | +16.3% | +1.7% |
| 30D | +8.5% | -33.6% | +42.1% | +7.8% |
| 3M | -22.9% | -44.2% | +21.3% | -23.5% |
| 6M | -16.8% | -66.8% | +50.0% | -18.5% |
| YTD | -15.8% | -50.6% | +34.8% | -16.3% |
| 1Y | -16.0% | -57.8% | +41.8% | -17.0% |
| All | -16.0% | -55.1% | +39.1% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling