+970.5%
GOOGL vs PFGC
+419.1%
+551.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.3% | -2.2% | -0.1% | -1.9% |
| 30D | -6.6% | -11.9% | +5.4% | -4.4% |
| 3M | -8.9% | +5.0% | -14.0% | -10.0% |
| 6M | +11.9% | +8.6% | +3.3% | +9.8% |
| YTD | +8.3% | +9.7% | -1.3% | +5.8% |
| 1Y | +46.2% | -6.3% | +52.5% | +46.8% |
| 3Y | +151.9% | +58.2% | +93.7% | +127.1% |
| 5Y | +137.7% | +110.4% | +27.3% | +101.0% |
| 10Y | +757.6% | +272.8% | +484.8% | +544.0% |
| All | +970.5% | +419.1% | +551.4% | +666.4% |
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