+351.4%
EAT vs PFGC
+488.3%
-136.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.0% | -5.4% | -4.2% |
| 7D | -3.9% | +10.8% | -14.8% | -11.0% |
| 30D | +5.0% | +17.8% | -12.8% | -6.9% |
| 3M | -9.6% | -2.7% | -6.9% | -9.0% |
| 6M | +46.8% | +20.0% | +26.7% | +27.5% |
| YTD | +41.8% | +24.3% | +17.5% | +18.5% |
| 1Y | +98.3% | +13.2% | +85.1% | +76.4% |
| 3Y | +503.1% | +85.9% | +417.1% | +271.8% |
| 5Y | +356.7% | +141.0% | +215.6% | +128.5% |
| 10Y | +349.8% | +370.6% | -20.8% | +49.3% |
| All | +351.4% | +488.3% | -136.8% | +46.0% |
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