+678.6%
AU vs PFGC
+110.3%
+568.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +1.0% | +0.6% |
| 7D | -4.3% | -4.8% | +0.5% | -3.6% |
| 30D | +7.3% | -12.5% | +19.8% | +9.4% |
| 3M | +26.3% | -9.7% | +36.1% | +28.1% |
| 6M | +1.8% | +7.0% | -5.3% | +0.7% |
| YTD | +26.8% | +4.5% | +22.3% | +25.7% |
| 1Y | +66.7% | -11.6% | +78.3% | +68.1% |
| 3Y | +579.1% | +58.5% | +520.6% | +527.2% |
| All | +678.6% | +110.3% | +568.3% | +611.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling