+380.3%
NDAQ vs PFGC
+287.3%
+92.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | -1.6% | -3.7% | +2.1% | -1.0% |
| 30D | -1.5% | -16.0% | +14.5% | +1.0% |
| 3M | +8.0% | -4.1% | +12.2% | +8.6% |
| 6M | +7.7% | +8.7% | -1.0% | +6.1% |
| YTD | -2.3% | +6.4% | -8.7% | -3.8% |
| 1Y | +0.6% | -8.4% | +8.9% | +1.3% |
| 3Y | +90.9% | +61.8% | +29.2% | +76.2% |
| 5Y | +52.5% | +108.7% | -56.2% | +34.6% |
| 10Y | +380.3% | +298.1% | +82.1% | +302.9% |
| All | +380.3% | +287.3% | +92.9% | +302.9% |
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 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