+479.7%
NDAQ vs PFGC
+363.4%
+116.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | 0.0% | +1.5% | -1.5% | -0.3% |
| 30D | +16.3% | +17.4% | -1.1% | +13.4% |
| 3M | +15.8% | -2.4% | +18.2% | +16.0% |
| 6M | +24.8% | +18.2% | +6.6% | +21.4% |
| YTD | +14.1% | +23.7% | -9.6% | +9.7% |
| 1Y | +26.5% | +15.0% | +11.6% | +23.0% |
| 3Y | +119.1% | +82.3% | +36.8% | +98.3% |
| 5Y | +70.9% | +131.9% | -61.0% | +48.3% |
| 10Y | +479.7% | +353.0% | +126.7% | +382.4% |
| All | +479.7% | +363.4% | +116.3% | +382.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling