+152.2%
INTC vs PFGC
+485.1%
-332.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.7% |
| 7D | +6.0% | +3.4% | +2.6% | +5.3% |
| 30D | -39.2% | +16.9% | -56.1% | -41.5% |
| 3M | -42.9% | +6.4% | -49.3% | -44.1% |
| 6M | -50.4% | +16.0% | -66.4% | -52.7% |
| YTD | +61.7% | +23.6% | +38.0% | +51.6% |
| 1Y | +66.1% | +16.6% | +49.5% | +57.7% |
| 3Y | +58.1% | +82.3% | -24.1% | +35.7% |
| 5Y | +27.9% | +138.7% | -110.9% | +2.8% |
| 10Y | +111.1% | +352.8% | -241.7% | +53.4% |
| All | +152.2% | +485.1% | -332.9% | +76.4% |
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