+57.0%
BEN vs PFGC
+63.1%
-6.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.6% | +0.4% |
| 7D | +4.7% | -2.4% | +7.1% | +5.6% |
| 30D | +2.6% | -15.8% | +18.4% | +8.7% |
| 3M | +11.5% | -0.6% | +12.1% | +10.9% |
| 6M | +35.3% | +10.7% | +24.7% | +28.6% |
| YTD | +48.6% | +7.6% | +41.0% | +41.0% |
| 1Y | +46.7% | -7.8% | +54.5% | +49.4% |
| 3Y | +57.0% | +63.7% | -6.7% | +15.9% |
| All | +57.0% | +63.1% | -6.1% | +15.9% |
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