+77.0%
PFGC vs RY
+155.6%
-78.6%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.3% |
| 7D | +8.5% | -0.9% | +9.4% | +9.2% |
| 30D | +15.0% | +5.9% | +9.1% | +12.2% |
| 3M | -6.2% | -4.3% | -1.9% | -4.3% |
| 6M | +15.7% | +12.1% | +3.6% | +8.9% |
| YTD | +19.6% | +20.3% | -0.7% | +8.2% |
| 1Y | +13.2% | +41.0% | -27.8% | -6.1% |
| 3Y | +77.0% | +157.5% | -80.6% | +7.7% |
| All | +77.0% | +155.6% | -78.6% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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