-53.8%
TEAM vs PFGC
+110.5%
-164.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.1% | -6.0% |
| 7D | -5.7% | -2.4% | -3.2% | -4.5% |
| 30D | +18.3% | -15.8% | +34.1% | +28.4% |
| 3M | +80.2% | -0.6% | +80.8% | +79.6% |
| 6M | +111.0% | +10.7% | +100.3% | +96.1% |
| YTD | +8.8% | +7.6% | +1.2% | +0.5% |
| 1Y | +2.2% | -7.8% | +10.0% | +3.6% |
| 3Y | -14.6% | +63.7% | -78.3% | -40.8% |
| 5Y | -53.8% | +112.3% | -166.0% | -73.6% |
| All | -53.8% | +110.5% | -164.3% | -73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling