+112.3%
PFGC vs RVTY
-32.1%
+144.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.3% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -15.8% | +10.8% | -26.6% | -18.1% |
| 3M | -0.6% | +26.8% | -27.4% | -6.9% |
| 6M | +10.7% | +39.3% | -28.7% | +0.7% |
| YTD | +7.6% | +31.6% | -24.0% | -1.5% |
| 1Y | -7.8% | +47.7% | -55.5% | -18.7% |
| 3Y | +63.7% | +19.9% | +43.8% | +48.8% |
| 5Y | +112.3% | -32.3% | +144.6% | +131.6% |
| All | +112.3% | -32.1% | +144.4% | +131.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling