+82.0%
PFGC vs RVTY
+91.6%
-9.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | +15.0% | -2.7% | +17.7% | +15.4% |
| 30D | +17.0% | +3.2% | +13.8% | +16.1% |
| 3M | -2.5% | +37.2% | -39.6% | -8.3% |
| 6M | +19.2% | +57.7% | -38.5% | +8.6% |
| YTD | +23.4% | +64.8% | -41.4% | +10.3% |
| 1Y | +13.9% | +72.8% | -59.0% | +0.6% |
| 3Y | +82.0% | +89.8% | -7.8% | +61.5% |
| All | +82.0% | +91.6% | -9.6% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling