+4,042.1%
TQQQ vs PFGC
+403.3%
+3,638.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.2% |
| 7D | +2.8% | -3.7% | +6.5% | +5.0% |
| 30D | -3.0% | -16.0% | +12.9% | +6.3% |
| 3M | -2.7% | -4.1% | +1.4% | -1.6% |
| 6M | +45.4% | +8.7% | +36.7% | +36.7% |
| YTD | +36.3% | +6.4% | +29.9% | +28.3% |
| 1Y | +53.4% | -8.4% | +61.8% | +55.9% |
| 3Y | +265.6% | +61.8% | +203.8% | +177.9% |
| 5Y | +101.7% | +108.7% | -7.0% | +42.0% |
| 10Y | +3,054.7% | +298.1% | +2,756.6% | +1,662.3% |
| All | +4,042.1% | +403.3% | +3,638.8% | +1,969.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling