+2,876.9%
TQQQ vs PFGC
+292.9%
+2,584.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.8% |
| 7D | -1.9% | -4.8% | +2.8% | +0.8% |
| 30D | -4.9% | -12.5% | +7.7% | +2.3% |
| 3M | -6.4% | -9.7% | +3.3% | -2.2% |
| 6M | +44.4% | +7.0% | +37.4% | +36.9% |
| YTD | +35.2% | +4.5% | +30.7% | +28.4% |
| 1Y | +49.5% | -11.6% | +61.1% | +55.1% |
| 3Y | +250.7% | +58.5% | +192.2% | +169.0% |
| 5Y | +104.7% | +112.6% | -7.9% | +43.0% |
| All | +2,876.9% | +292.9% | +2,584.0% | +1,694.6% |
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 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