+353.0%
PFGC vs RRC
+72.2%
+280.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | +1.5% | -0.5% | +2.0% | +1.5% |
| 30D | +17.4% | +25.2% | -7.8% | +13.0% |
| 3M | -2.4% | +27.8% | -30.2% | -6.5% |
| 6M | +18.2% | +27.2% | -9.0% | +13.1% |
| YTD | +23.7% | +48.2% | -24.5% | +15.1% |
| 1Y | +15.0% | +34.7% | -19.7% | +8.4% |
| 3Y | +82.3% | +62.2% | +20.1% | +64.8% |
| 5Y | +131.9% | +130.9% | +1.0% | +91.3% |
| 10Y | +353.0% | +73.4% | +279.6% | +205.6% |
| All | +353.0% | +72.2% | +280.8% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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