-64.9%
TEAM vs PFGC
+135.5%
-200.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.5% |
| 7D | -16.9% | +0.3% | -17.2% | -16.9% |
| 30D | -26.8% | +16.1% | -42.9% | -32.7% |
| 3M | -1.9% | +2.4% | -4.3% | -4.0% |
| 6M | +79.2% | +15.7% | +63.5% | +63.1% |
| YTD | -6.1% | +22.3% | -28.4% | -20.2% |
| 1Y | -2.1% | +13.9% | -15.9% | -12.9% |
| 3Y | -13.6% | +80.3% | -93.9% | -45.6% |
| All | -64.9% | +135.5% | -200.4% | -82.6% |
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