+835.5%
GOOGL vs PFGC
+485.1%
+350.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.2% |
| 7D | +3.9% | +3.4% | +0.4% | +3.2% |
| 30D | -14.9% | +16.9% | -31.8% | -17.6% |
| 3M | -14.6% | +6.4% | -21.0% | -15.8% |
| 6M | -26.4% | +16.0% | -42.5% | -28.8% |
| YTD | -5.3% | +23.6% | -29.0% | -9.8% |
| 1Y | +6.5% | +16.6% | -10.2% | +2.4% |
| 3Y | +126.0% | +82.3% | +43.8% | +98.1% |
| 5Y | +100.8% | +138.7% | -37.9% | +65.8% |
| 10Y | +673.8% | +352.8% | +321.0% | +461.9% |
| All | +835.5% | +485.1% | +350.4% | +552.9% |
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