+8.2%
ROP vs PFGC
+15.6%
-7.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.4% |
| 7D | +0.7% | +3.4% | -2.7% | +0.6% |
| 30D | +28.8% | +16.9% | +11.9% | +28.3% |
| 3M | +21.1% | +6.4% | +14.7% | +19.8% |
| 6M | +52.5% | +16.0% | +36.5% | +54.7% |
| YTD | +8.9% | +23.6% | -14.8% | +10.3% |
| 1Y | +8.2% | +16.6% | -8.4% | +10.6% |
| All | +8.2% | +15.6% | -7.4% | +10.6% |
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 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