+316.8%
GEN vs PFGC
+419.1%
-102.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.6% | -2.1% |
| 7D | -1.2% | -2.2% | +1.0% | -0.9% |
| 30D | +10.1% | -11.9% | +22.1% | +11.8% |
| 3M | +16.1% | +5.0% | +11.1% | +15.4% |
| 6M | +38.9% | +8.6% | +30.3% | +37.2% |
| YTD | +14.4% | +9.7% | +4.7% | +12.7% |
| 1Y | +5.9% | -6.3% | +12.2% | +6.3% |
| 3Y | +58.8% | +58.2% | +0.6% | +49.4% |
| 5Y | +24.7% | +110.4% | -85.8% | +13.0% |
| 10Y | +163.1% | +272.8% | -109.7% | +119.0% |
| All | +316.8% | +419.1% | -102.3% | +235.0% |
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 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