+363.2%
PFGC vs RCAT
-99.8%
+463.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.1% |
| 7D | +3.4% | -5.9% | +9.4% | +3.5% |
| 30D | +16.9% | -19.7% | +36.6% | +17.1% |
| 3M | +6.4% | -62.9% | +69.3% | +7.4% |
| 6M | +16.0% | -59.6% | +75.6% | +16.8% |
| YTD | +23.6% | -52.1% | +75.7% | +24.0% |
| 1Y | +16.6% | -50.9% | +67.5% | +16.8% |
| 3Y | +82.3% | +333.8% | -251.5% | +76.7% |
| 5Y | +138.7% | +40.7% | +98.0% | +132.6% |
| All | +363.2% | -99.8% | +463.0% | +331.9% |
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