+812.6%
PH vs PFGC
+287.3%
+525.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.3% |
| 7D | 0.0% | -3.7% | +3.7% | +1.2% |
| 30D | -10.3% | -16.0% | +5.7% | -5.3% |
| 3M | +5.1% | -4.1% | +9.2% | +6.2% |
| 6M | +2.3% | +8.7% | -6.4% | -1.0% |
| YTD | +8.7% | +6.4% | +2.3% | +5.4% |
| 1Y | +26.8% | -8.4% | +35.1% | +28.7% |
| 3Y | +139.2% | +61.8% | +77.4% | +101.7% |
| 5Y | +251.1% | +108.7% | +142.4% | +167.6% |
| 10Y | +812.6% | +298.1% | +514.4% | +525.6% |
| All | +812.6% | +287.3% | +525.2% | +525.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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