+82.3%
PFGC vs RBA
+63.1%
+19.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.9% |
| 7D | +3.4% | +1.7% | +1.7% | +3.0% |
| 30D | +16.9% | +8.3% | +8.6% | +15.1% |
| 3M | +6.4% | +10.5% | -4.1% | +4.1% |
| 6M | +16.0% | -5.9% | +21.9% | +16.6% |
| YTD | +23.6% | -6.9% | +30.5% | +22.5% |
| 1Y | +16.6% | -4.9% | +21.5% | +14.6% |
| 3Y | +82.3% | +64.5% | +17.8% | +65.2% |
| All | +82.3% | +63.1% | +19.2% | +65.2% |
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