+15.0%
PFGC vs ADVB
-73.0%
+88.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.0% | -9.8% | +0.5% |
| 7D | +1.5% | +10.5% | -9.0% | +1.8% |
| 30D | +17.4% | -56.0% | +73.4% | +15.4% |
| 3M | -2.4% | -70.1% | +67.7% | -4.7% |
| 6M | +18.2% | -53.7% | +71.9% | +18.9% |
| YTD | +23.7% | -60.3% | +84.0% | +26.0% |
| 1Y | +15.0% | -73.1% | +88.1% | +16.1% |
| All | +15.0% | -73.0% | +88.0% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling