+307.2%
DIA vs PFGC
+419.1%
-111.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.2% | -2.2% | +2.0% | +0.3% |
| 30D | -1.5% | -11.9% | +10.4% | +0.9% |
| 3M | +3.8% | +5.0% | -1.2% | +2.5% |
| 6M | +10.3% | +8.6% | +1.7% | +8.1% |
| YTD | +12.1% | +9.7% | +2.4% | +9.3% |
| 1Y | +18.6% | -6.3% | +24.9% | +19.2% |
| 3Y | +60.6% | +58.2% | +2.4% | +44.5% |
| 5Y | +64.4% | +110.4% | -46.0% | +37.5% |
| 10Y | +250.1% | +272.8% | -22.7% | +161.3% |
| All | +307.2% | +419.1% | -111.9% | +191.2% |
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