+66.2%
PFGC vs RBA
+32.9%
+33.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -2.2% | -2.9% | +0.7% | -1.6% |
| 30D | -11.9% | -12.3% | +0.4% | -9.7% |
| 3M | +5.0% | -20.5% | +25.5% | +9.4% |
| 6M | +8.6% | -18.5% | +27.1% | +12.2% |
| YTD | +9.7% | -18.2% | +27.9% | +11.7% |
| 1Y | -6.3% | -27.5% | +21.2% | -1.2% |
| All | +66.2% | +32.9% | +33.3% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling