+61.8%
PCG vs UUUU
+118.2%
-56.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.6% |
| 7D | +5.4% | +2.8% | +2.6% | +5.2% |
| 30D | -15.1% | +3.4% | -18.5% | -15.3% |
| 3M | -9.8% | -3.9% | -5.9% | -9.9% |
| 6M | -18.0% | -23.2% | +5.2% | -17.4% |
| YTD | -7.2% | +0.6% | -7.8% | -9.5% |
| 1Y | +2.9% | +22.9% | -20.0% | -2.9% |
| 3Y | -11.1% | +98.6% | -109.7% | -22.8% |
| 5Y | +61.8% | +130.2% | -68.4% | +32.8% |
| All | +61.8% | +118.2% | -56.4% | +32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling