+273.6%
PNC vs PFGC
+485.1%
-211.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.2% |
| 7D | +3.1% | +3.4% | -0.3% | +2.1% |
| 30D | +7.6% | +16.9% | -9.3% | +2.5% |
| 3M | -8.1% | +6.4% | -14.5% | -10.2% |
| 6M | +12.6% | +16.0% | -3.4% | +7.0% |
| YTD | +15.0% | +23.6% | -8.7% | +6.4% |
| 1Y | +30.4% | +16.6% | +13.8% | +22.7% |
| 3Y | +116.1% | +82.3% | +33.9% | +77.5% |
| 5Y | +37.5% | +138.7% | -101.2% | +2.4% |
| 10Y | +205.1% | +352.8% | -147.7% | +96.4% |
| All | +273.6% | +485.1% | -211.5% | +137.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling