+517.1%
PTC vs PFGC
+488.3%
+28.8%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.0% | -3.6% | -0.5% |
| 7D | +0.8% | +10.8% | -10.0% | -1.9% |
| 30D | +0.7% | +17.8% | -17.1% | -3.4% |
| 3M | +32.6% | -2.7% | +35.3% | +32.8% |
| 6M | +33.6% | +20.0% | +13.5% | +26.9% |
| YTD | +12.4% | +24.3% | -11.9% | +5.1% |
| 1Y | +11.2% | +13.2% | -2.0% | +6.3% |
| 3Y | +31.7% | +85.9% | -54.2% | +11.2% |
| 5Y | +60.1% | +141.0% | -81.0% | +25.8% |
| 10Y | +317.2% | +370.6% | -53.4% | +175.2% |
| All | +517.1% | +488.3% | +28.8% | +295.6% |
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 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