+21.1%
PL vs PFGC
+121.6%
-100.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.0% | +12.4% | +11.4% |
| 7D | -6.8% | +8.5% | -15.4% | -12.2% |
| 30D | -29.3% | +15.0% | -44.3% | -35.8% |
| 3M | -44.8% | -6.2% | -38.6% | -43.6% |
| 6M | -68.4% | +15.7% | -84.1% | -72.1% |
| YTD | -36.4% | +19.6% | -55.9% | -45.5% |
| 1Y | +0.7% | +13.2% | -12.5% | -10.9% |
| 3Y | +455.3% | +77.0% | +378.4% | +273.8% |
| All | +21.1% | +121.6% | -100.5% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling