-50.9%
OPEN vs PFGC
-8.5%
-42.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.7% |
| 7D | -2.9% | -3.7% | +0.8% | -1.1% |
| 30D | -13.8% | -16.0% | +2.2% | -6.2% |
| 3M | -30.9% | -4.1% | -26.7% | -30.9% |
| 6M | -40.9% | +8.7% | -49.7% | -46.4% |
| YTD | -48.5% | +6.4% | -54.9% | -54.3% |
| 1Y | -50.9% | -8.4% | -42.5% | -34.5% |
| All | -50.9% | -8.5% | -42.4% | -34.5% |
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