+1,800.1%
THC vs PFGC
+360.0%
+1,440.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.0% | -2.0% | 0.0% |
| 7D | +7.5% | +10.8% | -3.4% | +1.9% |
| 30D | +9.6% | +17.8% | -8.2% | +0.6% |
| 3M | +10.3% | -2.7% | +13.0% | +11.2% |
| 6M | +51.8% | +20.0% | +31.8% | +37.5% |
| YTD | +45.4% | +24.3% | +21.1% | +28.1% |
| 1Y | +40.8% | +13.2% | +27.6% | +29.7% |
| 3Y | +448.8% | +85.9% | +362.9% | +281.3% |
| 5Y | +263.4% | +141.0% | +122.3% | +113.7% |
| 10Y | +1,800.1% | +370.6% | +1,429.5% | +685.8% |
| All | +1,800.1% | +360.0% | +1,440.1% | +685.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling