+29.9%
ALL vs PFGC
+13.9%
+16.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.9% |
| 7D | 0.0% | +0.3% | -0.3% | -0.1% |
| 30D | +12.8% | +16.1% | -3.3% | +10.2% |
| 3M | +4.7% | +2.4% | +2.3% | +3.7% |
| 6M | +24.9% | +15.7% | +9.2% | +23.6% |
| YTD | +30.0% | +22.3% | +7.7% | +25.5% |
| 1Y | +29.9% | +13.9% | +16.1% | +28.8% |
| All | +29.9% | +13.9% | +16.1% | +28.8% |
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