+342.7%
RMD vs PFGC
+363.4%
-20.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -0.8% | +1.5% | -2.3% | -1.0% |
| 30D | +1.7% | +17.4% | -15.7% | -0.4% |
| 3M | +6.4% | -2.4% | +8.8% | +6.5% |
| 6M | +20.7% | +18.2% | +2.5% | +18.0% |
| YTD | -0.2% | +23.7% | -23.8% | -3.3% |
| 1Y | -4.5% | +15.0% | -19.5% | -6.7% |
| 3Y | +70.5% | +82.3% | -11.8% | +56.8% |
| 5Y | -1.6% | +131.9% | -133.5% | -12.6% |
| 10Y | +342.7% | +353.0% | -10.3% | +297.1% |
| All | +342.7% | +363.4% | -20.7% | +297.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling