+26.7%
NFLX vs PFGC
+110.5%
-83.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.3% |
| 7D | -5.0% | -2.4% | -2.6% | -4.2% |
| 30D | +3.5% | -15.8% | +19.3% | +9.2% |
| 3M | -7.1% | -0.6% | -6.5% | -7.2% |
| 6M | -22.5% | +10.7% | -33.1% | -25.6% |
| YTD | -18.1% | +7.6% | -25.8% | -21.4% |
| 1Y | -38.3% | -7.8% | -30.5% | -37.5% |
| 3Y | +73.4% | +63.7% | +9.7% | +37.0% |
| 5Y | +26.7% | +112.3% | -85.6% | -13.2% |
| All | +26.7% | +110.5% | -83.8% | -13.2% |
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