+39.4%
BEN vs PFGC
+111.7%
-72.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.1% |
| 7D | +3.4% | -3.7% | +7.1% | +4.9% |
| 30D | +1.8% | -16.0% | +17.7% | +8.6% |
| 3M | +8.4% | -4.1% | +12.5% | +9.5% |
| 6M | +35.6% | +8.7% | +26.9% | +29.9% |
| YTD | +46.4% | +6.4% | +40.0% | +39.9% |
| 1Y | +46.3% | -8.4% | +54.7% | +48.7% |
| 3Y | +54.6% | +61.8% | -7.1% | +21.3% |
| 5Y | +39.4% | +108.7% | -69.3% | -4.3% |
| All | +39.4% | +111.7% | -72.3% | -4.3% |
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