+212.8%
RDDT vs PFGC
+22.0%
+190.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | +2.1% | -4.8% | +6.9% | +4.6% |
| 30D | +2.8% | -12.5% | +15.4% | +9.8% |
| 3M | -8.9% | -9.7% | +0.8% | -4.3% |
| 6M | +15.1% | +7.0% | +8.0% | +10.8% |
| YTD | -31.4% | +4.5% | -35.8% | -34.8% |
| 1Y | -39.4% | -11.6% | -27.9% | -34.9% |
| All | +212.8% | +22.0% | +190.8% | +166.2% |
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