-6.3%
PFGC vs RCAT
-2.3%
-4.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | -2.2% | -1.4% | -0.8% | -2.2% |
| 30D | -11.9% | -3.3% | -8.6% | -11.8% |
| 3M | +5.0% | -43.2% | +48.2% | +6.9% |
| 6M | +8.6% | -43.2% | +51.8% | +9.6% |
| YTD | +9.7% | +5.5% | +4.1% | +8.4% |
| 1Y | -6.3% | -1.6% | -4.6% | -8.1% |
| All | -6.3% | -2.3% | -4.0% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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