+330.6%
ACGL vs PFGC
+360.0%
-29.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.0% | -3.2% | -0.2% |
| 7D | -1.1% | +10.8% | -11.9% | -3.7% |
| 30D | +13.1% | +17.8% | -4.7% | +8.6% |
| 3M | +9.8% | -2.7% | +12.5% | +10.2% |
| 6M | +15.3% | +20.0% | -4.8% | +9.9% |
| YTD | +12.7% | +24.3% | -11.6% | +5.8% |
| 1Y | +20.7% | +13.2% | +7.5% | +15.9% |
| 3Y | +34.3% | +85.9% | -51.6% | +13.3% |
| 5Y | +170.6% | +141.0% | +29.6% | +109.6% |
| 10Y | +330.6% | +370.6% | -40.0% | +215.6% |
| All | +330.6% | +360.0% | -29.4% | +215.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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