+29.0%
UPS vs PCG
-6.6%
+35.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.5% |
| 7D | -2.9% | -13.9% | +11.0% | -1.1% |
| 30D | -3.5% | -16.9% | +13.4% | -1.2% |
| 3M | -5.7% | -14.7% | +9.0% | -4.0% |
| 6M | -4.4% | -23.8% | +19.5% | -0.6% |
| YTD | +8.0% | -10.5% | +18.5% | +9.7% |
| 1Y | +29.0% | -5.1% | +34.1% | +30.1% |
| All | +29.0% | -6.6% | +35.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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