+834.9%
PAAS vs PFGC
+419.1%
+415.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -2.9% | -2.2% | -0.7% | -2.6% |
| 30D | +6.8% | -11.9% | +18.7% | +8.8% |
| 3M | -2.9% | +5.0% | -7.9% | -3.8% |
| 6M | -16.4% | +8.6% | -25.0% | -17.5% |
| YTD | 0.0% | +9.7% | -9.7% | -1.6% |
| 1Y | +54.3% | -6.3% | +60.6% | +54.9% |
| 3Y | +230.7% | +58.2% | +172.5% | +206.9% |
| 5Y | +111.6% | +110.4% | +1.2% | +86.9% |
| 10Y | +211.7% | +272.8% | -61.0% | +150.7% |
| All | +834.9% | +419.1% | +415.8% | +589.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling