+186.4%
PAAS vs PFGC
+360.0%
-173.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +2.3% |
| 7D | +8.8% | +10.8% | -2.0% | +7.2% |
| 30D | -8.5% | +17.8% | -26.3% | -10.7% |
| 3M | -17.0% | -2.7% | -14.3% | -16.8% |
| 6M | -27.9% | +20.0% | -47.9% | -30.0% |
| YTD | -17.5% | +24.3% | -41.8% | -20.4% |
| 1Y | +22.8% | +13.2% | +9.6% | +20.0% |
| 3Y | +224.2% | +85.9% | +138.3% | +193.7% |
| 5Y | +73.6% | +141.0% | -67.4% | +50.4% |
| 10Y | +186.4% | +370.6% | -184.3% | +144.1% |
| All | +186.4% | +360.0% | -173.6% | +144.1% |
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