+182.8%
ADM vs PFGC
+419.1%
-236.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +3.8% | -2.2% | +6.0% | +4.1% |
| 30D | +9.8% | -11.9% | +21.7% | +12.0% |
| 3M | +2.1% | +5.0% | -2.9% | +1.0% |
| 6M | +27.5% | +8.6% | +18.9% | +25.1% |
| YTD | +50.2% | +9.7% | +40.5% | +46.8% |
| 1Y | +40.6% | -6.3% | +46.9% | +41.0% |
| 3Y | +17.2% | +58.2% | -41.0% | +6.5% |
| 5Y | +61.9% | +110.4% | -48.5% | +37.4% |
| 10Y | +159.3% | +272.8% | -113.5% | +98.0% |
| All | +182.8% | +419.1% | -236.3% | +99.9% |
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