+2.9%
PCG vs WU
-11.3%
+14.1%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.1% | +3.7% |
| 7D | +5.4% | -0.8% | +6.3% | +5.4% |
| 30D | -15.1% | -1.1% | -14.0% | -15.1% |
| 3M | -9.8% | -1.8% | -8.0% | -9.6% |
| 6M | -18.0% | -23.9% | +5.9% | -17.4% |
| YTD | -7.2% | -20.4% | +13.2% | -6.8% |
| 1Y | +2.9% | -10.6% | +13.4% | +4.4% |
| All | +2.9% | -11.3% | +14.1% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling