-14.0%
ABT vs PFGC
+15.6%
-29.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.0% |
| 7D | -1.3% | +3.4% | -4.7% | -1.9% |
| 30D | +6.0% | +16.9% | -10.9% | +3.0% |
| 3M | -1.9% | +6.4% | -8.3% | -3.6% |
| 6M | +31.2% | +16.0% | +15.2% | +28.4% |
| YTD | -11.2% | +23.6% | -34.9% | -14.2% |
| 1Y | -14.0% | +16.6% | -30.6% | -15.1% |
| All | -14.0% | +15.6% | -29.5% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling