+208.8%
C vs PFGC
+366.4%
-157.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -0.4% | +15.0% | -15.4% | -5.7% |
| 30D | -5.2% | +17.0% | -22.2% | -10.9% |
| 3M | -9.1% | -2.5% | -6.6% | -8.9% |
| 6M | -1.6% | +19.2% | -20.8% | -8.9% |
| YTD | +6.9% | +23.4% | -16.5% | -3.3% |
| 1Y | +23.0% | +13.9% | +9.1% | +14.4% |
| 3Y | +216.1% | +82.0% | +134.2% | +145.3% |
| 5Y | +112.2% | +128.7% | -16.4% | +46.4% |
| 10Y | +208.8% | +361.5% | -152.8% | +77.7% |
| All | +208.8% | +366.4% | -157.6% | +77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling