+214.4%
ACN vs PFGC
+485.3%
-270.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -4.0% | +1.5% | -5.5% | -4.4% |
| 30D | +19.0% | +17.4% | +1.6% | +14.8% |
| 3M | +42.2% | -2.4% | +44.6% | +42.5% |
| 6M | +50.1% | +18.2% | +31.9% | +44.4% |
| YTD | -2.7% | +23.7% | -26.4% | -8.0% |
| 1Y | +7.6% | +15.0% | -7.4% | +3.4% |
| 3Y | -15.9% | +82.3% | -98.2% | -27.2% |
| 5Y | -24.4% | +131.9% | -156.3% | -38.6% |
| 10Y | +151.4% | +353.0% | -201.6% | +72.6% |
| All | +214.4% | +485.3% | -270.9% | +107.2% |
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