-71.4%
OPEN vs PFGC
+12.5%
-83.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +13.5% | +0.3% | +7.3% |
| 7D | +3.7% | +13.9% | -10.2% | -2.3% |
| 30D | -14.3% | +18.4% | -32.6% | -20.2% |
| 3M | -51.9% | -2.5% | -49.4% | -52.9% |
| 6M | -61.4% | +26.0% | -87.4% | -65.7% |
| YTD | -66.0% | +21.9% | -87.9% | -69.9% |
| 1Y | -71.4% | +13.4% | -84.8% | -74.8% |
| All | -71.4% | +12.5% | -83.9% | -74.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling