+14.6%
PFGC vs RBA
-4.2%
+18.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.4% | +1.6% | +3.8% |
| 7D | +10.8% | +2.5% | +8.3% | +10.7% |
| 30D | +17.8% | +11.6% | +6.2% | +17.3% |
| 3M | -2.7% | +1.5% | -4.2% | -3.1% |
| 6M | +20.0% | -6.6% | +26.7% | +20.4% |
| YTD | +24.3% | -6.3% | +30.6% | +17.5% |
| All | +14.6% | -4.2% | +18.8% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling