+54.5%
ALLE vs PFGC
+129.7%
-75.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -0.8% | +1.5% | -2.3% | -1.3% |
| 30D | +27.4% | +17.4% | +10.0% | +20.6% |
| 3M | +13.8% | -2.4% | +16.3% | +14.3% |
| 6M | +45.5% | +18.2% | +27.3% | +37.1% |
| YTD | +21.4% | +23.7% | -2.3% | +11.8% |
| 1Y | +15.4% | +15.0% | +0.4% | +8.9% |
| 3Y | +91.7% | +82.3% | +9.4% | +51.9% |
| 5Y | +54.5% | +131.9% | -77.4% | +10.8% |
| All | +54.5% | +129.7% | -75.2% | +10.8% |
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