+305.3%
GEN vs PFGC
+488.3%
-183.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.0% | -3.9% | -0.5% |
| 7D | -0.3% | +10.8% | -11.1% | -1.6% |
| 30D | +28.2% | +17.8% | +10.4% | +25.5% |
| 3M | +2.6% | -2.7% | +5.3% | +2.8% |
| 6M | +32.7% | +20.0% | +12.7% | +29.5% |
| YTD | +11.3% | +24.3% | -13.0% | +7.8% |
| 1Y | +17.9% | +13.2% | +4.7% | +15.6% |
| 3Y | +66.3% | +85.9% | -19.6% | +53.5% |
| 5Y | +31.7% | +141.0% | -109.4% | +17.4% |
| 10Y | +150.0% | +370.6% | -220.6% | +103.7% |
| All | +305.3% | +488.3% | -183.0% | +220.4% |
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