+332.8%
EAT vs PFGC
+484.2%
-151.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.6% |
| 7D | -5.9% | +15.0% | -20.9% | -15.0% |
| 30D | +0.7% | +17.0% | -16.3% | -10.3% |
| 3M | -14.2% | -2.5% | -11.8% | -13.8% |
| 6M | +40.7% | +19.2% | +21.5% | +22.9% |
| YTD | +36.0% | +23.4% | +12.5% | +14.2% |
| 1Y | +83.1% | +13.9% | +69.2% | +62.3% |
| 3Y | +474.8% | +82.0% | +392.8% | +259.8% |
| 5Y | +347.6% | +128.7% | +218.9% | +132.9% |
| 10Y | +321.5% | +361.5% | -40.0% | +40.7% |
| All | +332.8% | +484.2% | -151.4% | +40.7% |
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 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