-41.9%
ACN vs PFGC
+63.1%
-105.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.3% | -3.6% |
| 7D | -4.8% | -2.4% | -2.4% | -4.2% |
| 30D | +1.9% | -15.8% | +17.6% | +6.5% |
| 3M | +3.9% | -0.6% | +4.5% | +4.2% |
| 6M | -15.0% | +10.7% | -25.7% | -17.3% |
| YTD | -31.9% | +7.6% | -39.5% | -33.7% |
| 1Y | -28.5% | -7.8% | -20.7% | -26.7% |
| 3Y | -41.9% | +63.7% | -105.6% | -51.0% |
| All | -41.9% | +63.1% | -105.0% | -51.0% |
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