+291.4%
PNC vs PFGC
+419.1%
-127.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +1.4% | -2.2% | +3.6% | +2.1% |
| 30D | -3.8% | -11.9% | +8.1% | -0.3% |
| 3M | +9.0% | +5.0% | +4.0% | +7.2% |
| 6M | +16.6% | +8.6% | +8.0% | +13.2% |
| YTD | +20.4% | +9.7% | +10.7% | +15.9% |
| 1Y | +22.3% | -6.3% | +28.6% | +23.2% |
| 3Y | +124.5% | +58.2% | +66.3% | +92.8% |
| 5Y | +54.1% | +110.4% | -56.4% | +19.2% |
| 10Y | +276.3% | +272.8% | +3.5% | +153.2% |
| All | +291.4% | +419.1% | -127.7% | +158.5% |
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