+63.7%
PFGC vs RVTY
+16.6%
+47.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.4% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -15.8% | +10.8% | -26.6% | -17.4% |
| 3M | -0.6% | +26.8% | -27.4% | -5.1% |
| 6M | +10.7% | +39.3% | -28.7% | +3.4% |
| YTD | +7.6% | +31.6% | -24.0% | +0.9% |
| 1Y | -7.8% | +47.7% | -55.5% | -15.9% |
| 3Y | +63.7% | +19.9% | +43.8% | +58.0% |
| All | +63.7% | +16.6% | +47.1% | +58.0% |
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