+361.5%
PFGC vs RCAT
-99.6%
+461.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.4% | +5.8% | -0.6% |
| 7D | +15.0% | -5.6% | +20.6% | +15.0% |
| 30D | +17.0% | -27.0% | +44.0% | +17.3% |
| 3M | -2.5% | -57.9% | +55.4% | -1.7% |
| 6M | +19.2% | -59.4% | +78.6% | +20.0% |
| YTD | +23.4% | -46.9% | +70.4% | +23.7% |
| 1Y | +13.9% | -54.0% | +67.9% | +14.1% |
| 3Y | +82.0% | +378.4% | -296.4% | +76.3% |
| 5Y | +128.7% | +61.9% | +66.8% | +122.5% |
| 10Y | +361.5% | -99.6% | +461.1% | +328.4% |
| All | +361.5% | -99.6% | +461.1% | +328.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling