+195.6%
ADBE vs PFGC
+485.1%
-289.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.7% |
| 7D | +1.6% | +3.4% | -1.8% | +0.9% |
| 30D | +1.0% | +16.9% | -15.9% | -2.2% |
| 3M | -10.1% | +6.4% | -16.5% | -11.4% |
| 6M | +3.0% | +16.0% | -13.0% | -0.3% |
| YTD | -30.5% | +23.6% | -54.2% | -34.1% |
| 1Y | -27.1% | +16.6% | -43.7% | -30.0% |
| 3Y | -58.8% | +82.3% | -141.1% | -64.0% |
| 5Y | -63.0% | +138.7% | -201.8% | -69.5% |
| 10Y | +134.5% | +352.8% | -218.4% | +65.6% |
| All | +195.6% | +485.1% | -289.5% | +103.6% |
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