+12.7%
EMR vs PFGC
-9.2%
+22.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.0% |
| 7D | -1.2% | -4.8% | +3.6% | -0.3% |
| 30D | -9.4% | -17.2% | +7.8% | -6.0% |
| 3M | +8.6% | -6.3% | +14.9% | +9.1% |
| 6M | +6.7% | +8.8% | -2.1% | +3.0% |
| YTD | +13.1% | +4.9% | +8.1% | +9.0% |
| 1Y | +12.7% | -9.5% | +22.2% | +12.3% |
| All | +12.7% | -9.2% | +22.0% | +12.3% |
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