+277.6%
C vs PFGC
+419.1%
-141.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +3.6% | -2.2% | +5.8% | +4.5% |
| 30D | +0.1% | -11.9% | +12.0% | +4.5% |
| 3M | +2.4% | +5.0% | -2.6% | +0.1% |
| 6M | +24.9% | +8.6% | +16.3% | +20.2% |
| YTD | +19.8% | +9.7% | +10.1% | +13.9% |
| 1Y | +44.9% | -6.3% | +51.2% | +45.7% |
| 3Y | +263.0% | +58.2% | +204.8% | +199.8% |
| 5Y | +129.5% | +110.4% | +19.1% | +65.5% |
| 10Y | +291.6% | +272.8% | +18.9% | +129.4% |
| All | +277.6% | +419.1% | -141.5% | +112.4% |
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