+286.7%
PFGC vs RBA
+182.6%
+104.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.0% |
| 7D | -2.4% | -1.1% | -1.4% | -2.0% |
| 30D | -15.8% | -13.2% | -2.5% | -10.7% |
| 3M | -0.6% | -21.4% | +20.8% | +8.8% |
| 6M | +10.7% | -20.9% | +31.5% | +20.3% |
| YTD | +7.6% | -19.9% | +27.5% | +14.7% |
| 1Y | -7.8% | -28.7% | +20.9% | +3.5% |
| 3Y | +63.7% | +27.4% | +36.3% | +35.8% |
| 5Y | +112.3% | +41.7% | +70.5% | +57.8% |
| 10Y | +286.7% | +189.6% | +97.1% | +64.5% |
| All | +286.7% | +182.6% | +104.1% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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