+213.2%
RSP vs PFGC
+366.4%
-153.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | +0.7% | +15.0% | -14.3% | -2.5% |
| 30D | +3.7% | +17.0% | -13.3% | -0.1% |
| 3M | +0.7% | -2.5% | +3.1% | +0.9% |
| 6M | +9.0% | +19.2% | -10.2% | +4.3% |
| YTD | +16.7% | +23.4% | -6.8% | +10.1% |
| 1Y | +19.0% | +13.9% | +5.1% | +14.3% |
| 3Y | +64.7% | +82.0% | -17.3% | +41.5% |
| 5Y | +49.6% | +128.7% | -79.1% | +20.4% |
| 10Y | +213.2% | +361.5% | -148.4% | +127.0% |
| All | +213.2% | +366.4% | -153.2% | +127.0% |
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