+363.2%
PFGC vs TRU
+183.1%
+180.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | +3.4% | 0.0% | +3.4% | +3.4% |
| 30D | +16.9% | +21.3% | -4.4% | +6.5% |
| 3M | +6.4% | +0.2% | +6.2% | +5.3% |
| 6M | +16.0% | +22.4% | -6.4% | +2.9% |
| YTD | +23.6% | -4.8% | +28.5% | +21.4% |
| 1Y | +16.6% | -0.2% | +16.8% | +11.4% |
| 3Y | +82.3% | +57.9% | +24.4% | +23.0% |
| 5Y | +138.7% | -26.1% | +164.9% | +150.4% |
| All | +363.2% | +183.1% | +180.1% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling