+31.6%
HPQ vs PFGC
-10.1%
+41.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.4% | +8.8% | +8.4% |
| 7D | +9.8% | -4.8% | +14.5% | +9.9% |
| 30D | +22.4% | -12.5% | +34.9% | +23.0% |
| 3M | +45.2% | -9.7% | +54.9% | +45.7% |
| 6M | +96.4% | +7.0% | +89.4% | +94.2% |
| YTD | +65.4% | +4.5% | +60.9% | +58.6% |
| 1Y | +31.6% | -11.6% | +43.2% | +38.8% |
| All | +31.6% | -10.1% | +41.6% | +38.8% |
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 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