+62.2%
BEN vs PFGC
+478.7%
-416.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -1.0% |
| 7D | +11.3% | +0.3% | +11.1% | +11.3% |
| 30D | +15.0% | +16.1% | -1.1% | +10.9% |
| 3M | +7.8% | +2.4% | +5.5% | +7.0% |
| 6M | +15.5% | +15.7% | -0.2% | +11.0% |
| YTD | +55.4% | +22.3% | +33.1% | +46.7% |
| 1Y | +63.3% | +13.9% | +49.4% | +56.6% |
| 3Y | +83.4% | +80.3% | +3.1% | +57.6% |
| 5Y | +28.1% | +136.1% | -108.0% | +3.0% |
| 10Y | +59.1% | +347.9% | -288.8% | +18.9% |
| All | +62.2% | +478.7% | -416.5% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling