-76.4%
PCG vs WU
-37.2%
-39.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.1% |
| 7D | -2.2% | +2.1% | -4.4% | -3.0% |
| 30D | -0.5% | +10.1% | -10.6% | -3.6% |
| 3M | -24.0% | -1.1% | -22.8% | -24.1% |
| 6M | -18.6% | -19.8% | +1.2% | -14.2% |
| YTD | -17.7% | -20.8% | +3.1% | -13.4% |
| 1Y | -20.0% | -15.1% | -4.9% | -18.0% |
| 3Y | -20.2% | -23.2% | +3.0% | -17.4% |
| 5Y | +8.4% | -42.6% | +51.0% | +22.4% |
| 10Y | -76.4% | -38.9% | -37.5% | -74.5% |
| All | -76.4% | -37.2% | -39.2% | -74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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