+116.0%
INTC vs PFGC
+111.7%
+4.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.1% |
| 7D | +18.0% | -3.7% | +21.7% | +19.5% |
| 30D | +8.9% | -16.0% | +24.9% | +15.5% |
| 3M | -1.6% | -4.1% | +2.6% | -1.4% |
| 6M | +133.1% | +8.7% | +124.4% | +120.8% |
| YTD | +187.9% | +6.4% | +181.6% | +173.6% |
| 1Y | +334.7% | -8.4% | +343.1% | +337.4% |
| 3Y | +184.2% | +61.8% | +122.4% | +123.3% |
| 5Y | +116.0% | +108.7% | +7.3% | +49.6% |
| All | +116.0% | +111.7% | +4.3% | +49.6% |
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