+657.8%
NFLX vs PFGC
+419.1%
+238.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.3% |
| 7D | -4.2% | -2.2% | -2.0% | -3.9% |
| 30D | +5.5% | -11.9% | +17.4% | +7.6% |
| 3M | -4.1% | +5.0% | -9.1% | -4.9% |
| 6M | -20.7% | +8.6% | -29.3% | -22.0% |
| YTD | -16.5% | +9.7% | -26.2% | -18.3% |
| 1Y | -37.8% | -6.3% | -31.5% | -37.6% |
| 3Y | +77.9% | +58.2% | +19.7% | +62.6% |
| 5Y | +32.5% | +110.4% | -77.9% | +15.2% |
| 10Y | +703.6% | +272.8% | +430.8% | +501.0% |
| All | +657.8% | +419.1% | +238.7% | +410.7% |
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