+128.0%
PFGC vs RCAT
+46.9%
+81.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +18.6% | -20.6% | -2.6% |
| 7D | +8.5% | -12.7% | +21.3% | +8.9% |
| 30D | +15.0% | -34.3% | +49.3% | +16.5% |
| 3M | -6.2% | -53.4% | +47.2% | -3.8% |
| 6M | +15.7% | -62.0% | +77.7% | +18.8% |
| YTD | +19.6% | -49.1% | +68.6% | +20.3% |
| 1Y | +13.2% | -53.1% | +66.3% | +14.0% |
| 3Y | +77.0% | +318.7% | -241.7% | +58.8% |
| All | +128.0% | +46.9% | +81.1% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling