+3.0%
GEN vs PFGC
-8.5%
+11.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -2.9% | -3.7% | +0.8% | -2.4% |
| 30D | +2.1% | -16.0% | +18.0% | +4.3% |
| 3M | +19.7% | -4.1% | +23.8% | +21.3% |
| 6M | +33.3% | +8.7% | +24.6% | +33.9% |
| YTD | +11.1% | +6.4% | +4.8% | +9.6% |
| 1Y | +3.0% | -8.4% | +11.4% | +6.7% |
| All | +3.0% | -8.5% | +11.5% | +6.7% |
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