+63.7%
SPG vs PFGC
+287.3%
-223.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -1.8% |
| 7D | -1.7% | -3.7% | +2.1% | +0.2% |
| 30D | -6.3% | -16.0% | +9.7% | +2.0% |
| 3M | -2.4% | -4.1% | +1.7% | -0.8% |
| 6M | +9.6% | +8.7% | +0.9% | +4.1% |
| YTD | +14.2% | +6.4% | +7.9% | +8.3% |
| 1Y | +19.3% | -8.4% | +27.7% | +21.7% |
| 3Y | +106.7% | +61.8% | +45.0% | +53.8% |
| 5Y | +104.2% | +108.7% | -4.5% | +25.7% |
| 10Y | +63.7% | +298.1% | -234.4% | -28.8% |
| All | +63.7% | +287.3% | -223.6% | -28.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling