+6.3%
PSA vs PFGC
-9.2%
+15.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.4% |
| 7D | -3.6% | -4.8% | +1.2% | -2.3% |
| 30D | -9.4% | -17.2% | +7.8% | -4.5% |
| 3M | -8.2% | -6.3% | -1.8% | -6.5% |
| 6M | -1.8% | +8.8% | -10.7% | -4.4% |
| YTD | +15.7% | +4.9% | +10.8% | +11.8% |
| 1Y | +6.3% | -9.5% | +15.8% | +7.1% |
| All | +6.3% | -9.2% | +15.5% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling