+13.4%
PFGC vs RCAT
-59.1%
+72.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -10.3% | +23.8% | +13.7% |
| 7D | +13.9% | -18.5% | +32.4% | +14.3% |
| 30D | +18.4% | -37.0% | +55.3% | +19.6% |
| 3M | -2.5% | -54.9% | +52.3% | -0.4% |
| 6M | +26.0% | -63.6% | +89.7% | +28.4% |
| YTD | +21.9% | -49.6% | +71.4% | +23.4% |
| 1Y | +13.4% | -57.8% | +71.2% | +15.8% |
| All | +13.4% | -59.1% | +72.5% | +15.8% |
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