+205.0%
EOG vs PFGC
+485.1%
-280.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.4% |
| 7D | +7.6% | +3.4% | +4.2% | +6.6% |
| 30D | +3.4% | +16.9% | -13.6% | -1.8% |
| 3M | +12.7% | +6.4% | +6.3% | +9.8% |
| 6M | +19.0% | +16.0% | +3.0% | +12.4% |
| YTD | +55.6% | +23.6% | +31.9% | +42.5% |
| 1Y | +49.5% | +16.6% | +32.9% | +39.3% |
| 3Y | +43.2% | +82.3% | -39.1% | +14.5% |
| 5Y | +111.8% | +138.7% | -26.9% | +49.1% |
| 10Y | +140.4% | +352.8% | -212.5% | +39.1% |
| All | +205.0% | +485.1% | -280.1% | +59.5% |
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