+224.1%
ADBE vs PFGC
+419.1%
-195.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.6% |
| 7D | -8.6% | -2.2% | -6.4% | -8.2% |
| 30D | +2.8% | -11.9% | +14.7% | +5.2% |
| 3M | +3.1% | +5.0% | -1.9% | +2.0% |
| 6M | -2.4% | +8.6% | -11.0% | -4.4% |
| YTD | -23.9% | +9.7% | -33.5% | -25.9% |
| 1Y | -22.6% | -6.3% | -16.3% | -22.3% |
| 3Y | -52.7% | +58.2% | -110.9% | -57.4% |
| 5Y | -60.0% | +110.4% | -170.5% | -66.2% |
| 10Y | +157.3% | +272.8% | -115.4% | +88.6% |
| All | +224.1% | +419.1% | -195.0% | +129.0% |
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 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