+19.6%
AVAV vs PFGC
+121.6%
-102.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -2.0% | +12.4% | +11.1% |
| 7D | -10.6% | +8.5% | -19.1% | -13.5% |
| 30D | -18.8% | +15.0% | -33.8% | -23.1% |
| 3M | -34.1% | -6.2% | -27.9% | -33.1% |
| 6M | -35.3% | +15.7% | -51.1% | -39.5% |
| YTD | -53.4% | +19.6% | -72.9% | -57.0% |
| 1Y | -65.6% | +13.2% | -78.8% | -67.7% |
| 3Y | -5.1% | +77.0% | -82.0% | -25.3% |
| All | +19.6% | +121.6% | -102.0% | -18.7% |
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