+285.5%
PFGC vs TRU
+147.2%
+138.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | -4.8% | -2.7% | -2.0% | -3.5% |
| 30D | -12.5% | -2.0% | -10.5% | -12.0% |
| 3M | -9.7% | +18.4% | -28.2% | -17.8% |
| 6M | +7.0% | +8.9% | -1.8% | +0.5% |
| YTD | +4.5% | -8.9% | +13.4% | +5.4% |
| 1Y | -11.6% | -15.9% | +4.3% | -7.9% |
| 3Y | +58.5% | -1.1% | +59.6% | +38.4% |
| 5Y | +112.6% | -35.2% | +147.8% | +142.8% |
| All | +285.5% | +147.2% | +138.3% | +160.3% |
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