+298.1%
PFGC vs RRC
+4.5%
+293.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -3.7% | -1.7% | -2.0% | -3.5% |
| 30D | -16.0% | +3.6% | -19.6% | -16.4% |
| 3M | -4.1% | +8.8% | -13.0% | -5.5% |
| 6M | +8.7% | +0.8% | +7.9% | +8.1% |
| YTD | +6.4% | +19.0% | -12.6% | +2.9% |
| 1Y | -8.4% | +22.9% | -31.3% | -12.1% |
| 3Y | +61.8% | +32.3% | +29.4% | +51.3% |
| 5Y | +108.7% | +151.6% | -42.9% | +70.5% |
| 10Y | +298.1% | +5.5% | +292.6% | +178.1% |
| All | +298.1% | +4.5% | +293.6% | +178.1% |
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