+29.0%
ALL vs PFGC
-8.4%
+37.4%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -2.1% |
| 7D | -1.7% | -2.4% | +0.7% | -1.4% |
| 30D | -4.7% | -15.8% | +11.1% | -2.5% |
| 3M | +18.4% | -0.6% | +19.0% | +19.4% |
| 6M | +20.5% | +10.7% | +9.8% | +20.3% |
| YTD | +23.5% | +7.6% | +15.9% | +21.9% |
| 1Y | +29.0% | -7.8% | +36.8% | +33.5% |
| All | +29.0% | -8.4% | +37.4% | +33.5% |
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