-8.1%
PATH vs PFGC
+13.7%
-21.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | -0.2% |
| 7D | -5.3% | +8.5% | -13.8% | -5.0% |
| 30D | -0.5% | +15.0% | -15.5% | +0.5% |
| 3M | -7.1% | -6.2% | -1.0% | -8.4% |
| 6M | +23.8% | +15.7% | +8.1% | +27.5% |
| YTD | -20.7% | +19.6% | -40.2% | -16.5% |
| 1Y | -8.1% | +13.2% | -21.3% | -1.6% |
| All | -8.1% | +13.7% | -21.8% | -1.6% |
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 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