+45.6%
C vs PFGC
-8.4%
+54.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.6% |
| 7D | +3.2% | -2.4% | +5.6% | +3.4% |
| 30D | +1.3% | -15.8% | +17.1% | +2.6% |
| 3M | +3.1% | -0.6% | +3.7% | +2.4% |
| 6M | +29.6% | +10.7% | +19.0% | +26.1% |
| YTD | +19.0% | +7.6% | +11.3% | +15.7% |
| 1Y | +45.6% | -7.8% | +53.5% | +49.7% |
| All | +45.6% | -8.4% | +54.0% | +49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling