+305.0%
INTC vs PFGC
+419.1%
-114.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +7.1% | -2.2% | +9.3% | +7.6% |
| 30D | -5.2% | -11.9% | +6.7% | -2.7% |
| 3M | -14.3% | +5.0% | -19.3% | -15.8% |
| 6M | +110.2% | +8.6% | +101.6% | +104.6% |
| YTD | +159.6% | +9.7% | +149.9% | +151.5% |
| 1Y | +289.3% | -6.3% | +295.6% | +289.9% |
| 3Y | +166.1% | +58.2% | +107.8% | +136.6% |
| 5Y | +94.4% | +110.4% | -16.1% | +61.3% |
| 10Y | +227.7% | +272.8% | -45.0% | +148.8% |
| All | +305.0% | +419.1% | -114.1% | +192.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling