+13.6%
ALLE vs PFGC
+13.7%
-0.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.4% |
| 7D | -0.6% | +8.5% | -9.1% | -2.7% |
| 30D | +25.3% | +15.0% | +10.3% | +20.8% |
| 3M | +10.3% | -6.2% | +16.5% | +12.1% |
| 6M | +38.0% | +15.7% | +22.3% | +32.9% |
| YTD | +17.8% | +19.6% | -1.8% | +9.6% |
| 1Y | +13.6% | +13.2% | +0.4% | +8.4% |
| All | +13.6% | +13.7% | -0.1% | +8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling