+16.0%
GEN vs PFGC
+15.6%
+0.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.2% |
| 7D | +2.0% | +3.4% | -1.4% | +1.5% |
| 30D | +27.7% | +16.9% | +10.8% | +24.6% |
| 3M | +3.3% | +6.4% | -3.1% | +1.7% |
| 6M | +31.8% | +16.0% | +15.8% | +30.4% |
| YTD | +13.5% | +23.6% | -10.1% | +9.2% |
| 1Y | +16.0% | +16.6% | -0.6% | +14.0% |
| All | +16.0% | +15.6% | +0.5% | +14.0% |
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