-3.0%
SIRI vs PFGC
+409.4%
-412.4%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.3% |
| 7D | +4.3% | -2.4% | +6.7% | +4.8% |
| 30D | -2.8% | -15.8% | +12.9% | +0.3% |
| 3M | +5.9% | -0.6% | +6.5% | +5.9% |
| 6M | +31.9% | +10.7% | +21.3% | +29.1% |
| YTD | +48.7% | +7.6% | +41.0% | +45.6% |
| 1Y | +23.2% | -7.8% | +31.0% | +24.2% |
| 3Y | -23.9% | +63.7% | -87.6% | -31.5% |
| 5Y | -43.4% | +112.3% | -155.7% | -52.2% |
| 10Y | -13.6% | +286.7% | -300.3% | -35.3% |
| All | -3.0% | +409.4% | -412.4% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling