+31.7%
GEN vs PFGC
+135.8%
-104.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.0% | -3.9% | -1.0% |
| 7D | -0.3% | +10.8% | -11.1% | -3.0% |
| 30D | +28.2% | +17.8% | +10.4% | +22.9% |
| 3M | +2.6% | -2.7% | +5.3% | +2.9% |
| 6M | +32.7% | +20.0% | +12.7% | +26.4% |
| YTD | +11.3% | +24.3% | -13.0% | +4.2% |
| 1Y | +17.9% | +13.2% | +4.7% | +13.2% |
| 3Y | +66.3% | +85.9% | -19.6% | +39.2% |
| 5Y | +31.7% | +141.0% | -109.4% | +3.7% |
| All | +31.7% | +135.8% | -104.1% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling