+16.6%
PFGC vs RGEN
+8.1%
+8.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.1% |
| 7D | +3.4% | -3.3% | +6.7% | +3.5% |
| 30D | +16.9% | -5.8% | +22.8% | +17.1% |
| 3M | +6.4% | +0.2% | +6.2% | +6.0% |
| 6M | +16.0% | +56.8% | -40.8% | +9.8% |
| YTD | +23.6% | +2.4% | +21.2% | +21.7% |
| 1Y | +16.6% | +11.4% | +5.2% | +12.3% |
| All | +16.6% | +8.1% | +8.5% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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