-8.4%
TEAM vs PFGC
+65.1%
-73.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -0.4% | -2.2% | +1.8% | +0.2% |
| 30D | +67.3% | -11.9% | +79.2% | +73.3% |
| 3M | +86.8% | +5.0% | +81.8% | +83.2% |
| 6M | +146.8% | +8.6% | +138.2% | +138.0% |
| YTD | +16.9% | +9.7% | +7.2% | +10.2% |
| 1Y | +12.8% | -6.3% | +19.1% | +16.2% |
| All | -8.4% | +65.1% | -73.5% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling