+27.5%
SOLS vs PFGC
-7.0%
+34.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -3.5% | -4.8% | +1.3% | -2.0% |
| 30D | -1.0% | -12.5% | +11.6% | +3.1% |
| 3M | -24.1% | -9.7% | -14.4% | -23.2% |
| 6M | -18.0% | +7.0% | -25.0% | -24.7% |
| YTD | +27.1% | +4.5% | +22.6% | +18.7% |
| All | +27.5% | -7.0% | +34.5% | +26.0% |
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 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