-75.9%
PCG vs UUUU
+495.2%
-571.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -0.6% |
| 7D | +0.5% | -5.0% | +5.5% | +0.9% |
| 30D | -18.9% | -7.8% | -11.1% | -18.5% |
| 3M | -15.8% | -0.4% | -15.4% | -16.2% |
| 6M | -22.6% | -32.9% | +10.3% | -21.0% |
| YTD | -12.2% | -6.3% | -5.9% | -14.1% |
| 1Y | -7.1% | +7.9% | -15.0% | -11.7% |
| 3Y | -15.8% | +85.2% | -101.0% | -27.0% |
| 5Y | +53.3% | +97.0% | -43.6% | +26.3% |
| All | -75.9% | +495.2% | -571.1% | -84.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling