+484.2%
PFGC vs RVTY
+259.7%
+224.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +15.0% | -2.7% | +17.7% | +15.8% |
| 30D | +17.0% | +3.2% | +13.8% | +15.1% |
| 3M | -2.5% | +37.2% | -39.6% | -13.2% |
| 6M | +19.2% | +57.7% | -38.5% | +0.5% |
| YTD | +23.4% | +64.8% | -41.4% | +1.1% |
| 1Y | +13.9% | +72.8% | -59.0% | -8.5% |
| 3Y | +82.0% | +89.8% | -7.8% | +34.6% |
| 5Y | +128.7% | -8.4% | +137.1% | +121.7% |
| 10Y | +361.5% | +219.5% | +142.1% | +132.8% |
| All | +484.2% | +259.7% | +224.5% | +176.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling