-61.5%
ADBE vs PFGC
+111.7%
-173.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | -8.9% | -3.7% | -5.2% | -7.8% |
| 30D | -6.6% | -16.0% | +9.3% | -1.6% |
| 3M | +7.1% | -4.1% | +11.3% | +8.4% |
| 6M | -9.8% | +8.7% | -18.5% | -12.7% |
| YTD | -27.2% | +6.4% | -33.5% | -29.7% |
| 1Y | -28.0% | -8.4% | -19.6% | -26.8% |
| 3Y | -54.5% | +61.8% | -116.3% | -63.1% |
| 5Y | -61.5% | +108.7% | -170.2% | -72.3% |
| All | -61.5% | +111.7% | -173.1% | -72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling