+29.3%
RRX vs PFGC
+12.5%
+16.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +13.5% | -17.2% | -4.8% |
| 7D | +7.6% | +13.9% | -6.2% | +5.8% |
| 30D | +7.5% | +18.4% | -10.8% | +4.6% |
| 3M | -21.0% | -2.5% | -18.5% | -19.5% |
| 6M | -18.1% | +26.0% | -44.1% | -24.6% |
| YTD | +24.3% | +21.9% | +2.4% | +12.9% |
| 1Y | +29.3% | +13.4% | +15.9% | +22.1% |
| All | +29.3% | +12.5% | +16.8% | +22.1% |
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