+238.6%
P vs PFGC
+121.6%
+117.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.2% |
| 7D | -23.8% | +8.5% | -32.3% | -26.3% |
| 30D | -36.6% | +15.0% | -51.6% | -40.1% |
| 3M | +10.9% | -6.2% | +17.1% | +12.5% |
| 6M | +30.0% | +15.7% | +14.2% | +20.7% |
| YTD | +44.4% | +19.6% | +24.8% | +30.3% |
| 1Y | +3.9% | +13.2% | -9.3% | -3.9% |
| 3Y | +176.6% | +77.0% | +99.6% | +107.4% |
| All | +238.6% | +121.6% | +117.0% | +113.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling