-8.1%
PATH vs PFGC
+13.9%
-21.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.4% |
| 7D | +0.7% | +0.3% | +0.4% | +0.7% |
| 30D | -1.1% | +16.1% | -17.3% | -0.1% |
| 3M | -14.2% | +2.4% | -16.5% | -14.6% |
| 6M | +30.9% | +15.7% | +15.2% | +34.6% |
| YTD | -20.1% | +22.3% | -42.4% | -15.0% |
| 1Y | -8.1% | +13.9% | -21.9% | 0.0% |
| All | -8.1% | +13.9% | -21.9% | 0.0% |
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