+76.8%
HBAN vs PFGC
+59.5%
+17.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.2% |
| 7D | -1.9% | -4.8% | +2.9% | +0.2% |
| 30D | -5.9% | -17.2% | +11.4% | +2.1% |
| 3M | +0.2% | -6.3% | +6.6% | +2.6% |
| 6M | +6.6% | +8.8% | -2.2% | +1.1% |
| YTD | -1.7% | +4.9% | -6.6% | -6.6% |
| 1Y | -1.7% | -9.5% | +7.8% | +1.8% |
| All | +76.8% | +59.5% | +17.3% | +31.1% |
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