+361.5%
PFGC vs RACE
+740.2%
-378.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | +15.0% | +0.2% | +14.8% | +15.1% |
| 30D | +17.0% | +6.6% | +10.4% | +13.5% |
| 3M | -2.5% | +2.2% | -4.7% | -3.6% |
| 6M | +19.2% | +22.4% | -3.2% | +6.9% |
| YTD | +23.4% | +13.8% | +9.7% | +13.7% |
| 1Y | +13.9% | +2.2% | +11.6% | +10.5% |
| 3Y | +82.0% | +25.6% | +56.4% | +46.9% |
| 5Y | +128.7% | +71.0% | +57.7% | +48.6% |
| 10Y | +361.5% | +739.1% | -377.6% | +65.3% |
| All | +361.5% | +740.2% | -378.7% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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