+677.2%
FAST vs PFGC
+465.8%
+211.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.5% |
| 7D | +2.1% | +8.5% | -6.5% | +0.7% |
| 30D | +6.9% | +15.0% | -8.1% | +4.5% |
| 3M | +4.8% | -6.2% | +11.0% | +5.6% |
| 6M | +19.8% | +15.7% | +4.0% | +16.8% |
| YTD | +34.9% | +19.6% | +15.3% | +30.6% |
| 1Y | +32.8% | +13.2% | +19.6% | +29.5% |
| 3Y | +93.7% | +77.0% | +16.8% | +76.6% |
| 5Y | +105.3% | +121.5% | -16.2% | +79.5% |
| 10Y | +595.4% | +354.5% | +240.8% | +457.1% |
| All | +677.2% | +465.8% | +211.4% | +497.5% |
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