+27.0%
ALL vs PFGC
-5.1%
+32.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | 0.0% | -2.2% | +2.2% | +0.3% |
| 30D | -1.5% | -11.9% | +10.4% | +0.2% |
| 3M | +23.6% | +5.0% | +18.6% | +24.1% |
| 6M | +22.3% | +8.6% | +13.7% | +22.3% |
| YTD | +26.5% | +9.7% | +16.8% | +24.5% |
| 1Y | +27.0% | -6.3% | +33.3% | +30.8% |
| All | +27.0% | -5.1% | +32.1% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling