+128.0%
PFGC vs RACE
+65.0%
+63.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.4% |
| 7D | +8.5% | +5.1% | +3.4% | +6.5% |
| 30D | +15.0% | +7.7% | +7.3% | +11.8% |
| 3M | -6.2% | +2.2% | -8.4% | -7.1% |
| 6M | +15.7% | +23.8% | -8.0% | +5.5% |
| YTD | +19.6% | +13.9% | +5.6% | +12.1% |
| 1Y | +13.2% | +3.8% | +9.4% | +10.2% |
| 3Y | +77.0% | +28.0% | +48.9% | +41.6% |
| All | +128.0% | +65.0% | +63.0% | +34.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling