+1,588.5%
PBR vs PFGC
+409.4%
+1,179.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +4.2% |
| 7D | +2.5% | -2.4% | +4.9% | +3.3% |
| 30D | +19.4% | -15.8% | +35.1% | +26.6% |
| 3M | +20.8% | -0.6% | +21.4% | +20.3% |
| 6M | +23.5% | +10.7% | +12.8% | +17.3% |
| YTD | +83.4% | +7.6% | +75.8% | +74.6% |
| 1Y | +77.6% | -7.8% | +85.4% | +78.7% |
| 3Y | +99.9% | +63.7% | +36.1% | +58.6% |
| 5Y | +567.7% | +112.3% | +455.5% | +355.4% |
| 10Y | +621.5% | +286.7% | +334.8% | +258.6% |
| All | +1,588.5% | +409.4% | +1,179.1% | +590.8% |
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