-43.6%
ACI vs PFGC
+63.1%
-106.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.9% |
| 7D | -2.6% | -2.4% | -0.1% | -2.1% |
| 30D | +1.1% | -15.8% | +16.8% | +4.2% |
| 3M | -23.6% | -0.6% | -23.1% | -23.4% |
| 6M | -29.9% | +10.7% | -40.6% | -31.1% |
| YTD | -26.9% | +7.6% | -34.5% | -27.9% |
| 1Y | -34.2% | -7.8% | -26.4% | -33.5% |
| 3Y | -43.6% | +63.7% | -107.3% | -48.5% |
| All | -43.6% | +63.1% | -106.7% | -48.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling