+70.1%
ENB vs PFGC
+84.6%
-14.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +0.8% |
| 7D | -2.4% | +15.0% | -17.4% | -3.8% |
| 30D | +2.5% | +17.0% | -14.5% | +0.9% |
| 3M | -5.8% | -2.5% | -3.3% | -5.6% |
| 6M | -8.5% | +19.2% | -27.7% | -10.3% |
| YTD | +3.9% | +23.4% | -19.6% | +0.9% |
| 1Y | +3.7% | +13.9% | -10.2% | +2.0% |
| 3Y | +70.1% | +82.0% | -11.9% | +56.1% |
| All | +70.1% | +84.6% | -14.6% | +56.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling