+1,784.6%
BE vs PFGC
+63.1%
+1,721.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.9% | +11.5% | +10.2% |
| 7D | +29.8% | -2.4% | +32.2% | +30.6% |
| 30D | +26.4% | -15.8% | +42.1% | +32.7% |
| 3M | +9.3% | -0.6% | +9.9% | +6.2% |
| 6M | +105.1% | +10.7% | +94.4% | +88.5% |
| YTD | +219.0% | +7.6% | +211.4% | +196.4% |
| 1Y | +418.8% | -7.8% | +426.6% | +417.9% |
| 3Y | +1,784.6% | +63.7% | +1,720.9% | +983.2% |
| All | +1,784.6% | +63.1% | +1,721.5% | +983.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling