+28.1%
SW vs PFGC
+12.5%
+15.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +13.5% | -9.5% | -0.6% |
| 7D | +12.1% | +13.9% | -1.8% | +6.8% |
| 30D | +6.6% | +18.4% | -11.8% | +0.2% |
| 3M | -6.0% | -2.5% | -3.5% | -5.3% |
| 6M | +21.5% | +26.0% | -4.6% | +12.3% |
| YTD | +20.3% | +21.9% | -1.5% | +7.1% |
| 1Y | +28.1% | +13.4% | +14.8% | +16.3% |
| All | +28.1% | +12.5% | +15.7% | +16.3% |
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