-8.4%
PFGC vs RRC
+23.3%
-31.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -3.7% | -1.7% | -2.0% | -3.8% |
| 30D | -16.0% | +3.6% | -19.6% | -15.9% |
| 3M | -4.1% | +8.8% | -13.0% | -3.8% |
| 6M | +8.7% | +0.8% | +7.9% | +8.3% |
| YTD | +6.4% | +19.0% | -12.6% | +5.7% |
| 1Y | -8.4% | +22.9% | -31.3% | -8.6% |
| All | -8.4% | +23.3% | -31.6% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling