+87.7%
BEN vs PFGC
+82.6%
+5.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +6.8% | +3.4% | +3.4% | +5.7% |
| 30D | +18.0% | +16.9% | +1.1% | +11.8% |
| 3M | +7.5% | +6.4% | +1.1% | +4.9% |
| 6M | +14.7% | +16.0% | -1.3% | +7.9% |
| YTD | +56.1% | +23.6% | +32.5% | +41.3% |
| 1Y | +69.6% | +16.6% | +53.0% | +57.4% |
| 3Y | +87.7% | +82.3% | +5.4% | +42.5% |
| All | +87.7% | +82.6% | +5.1% | +42.5% |
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 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