-36.9%
HDB vs PFGC
-8.5%
-28.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.4% |
| 7D | -4.9% | -3.7% | -1.2% | -3.8% |
| 30D | -5.8% | -16.0% | +10.1% | -1.1% |
| 3M | -5.2% | -4.1% | -1.1% | -3.7% |
| 6M | -25.7% | +8.7% | -34.4% | -27.4% |
| YTD | -39.6% | +6.4% | -45.9% | -41.1% |
| 1Y | -36.9% | -8.4% | -28.5% | -35.7% |
| All | -36.9% | -8.5% | -28.4% | -35.7% |
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 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