+10.9%
GE vs PFGC
+14.2%
-3.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +4.0% | +1.5% | +2.5% | +3.6% |
| 30D | +11.1% | +17.4% | -6.4% | +6.0% |
| 3M | -6.7% | -2.4% | -4.3% | -6.7% |
| 6M | +14.3% | +18.2% | -3.9% | +7.6% |
| YTD | +11.7% | +23.7% | -11.9% | +5.2% |
| 1Y | +10.9% | +15.0% | -4.1% | +3.1% |
| All | +10.9% | +14.2% | -3.3% | +3.1% |
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