+13.9%
PFGC vs ADVB
-73.6%
+87.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -0.6% |
| 7D | +15.0% | -4.1% | +19.1% | +14.9% |
| 30D | +17.0% | -60.3% | +77.3% | +14.7% |
| 3M | -2.5% | -73.3% | +70.9% | -5.1% |
| 6M | +19.2% | -65.9% | +85.1% | +18.6% |
| YTD | +23.4% | -63.9% | +87.3% | +25.4% |
| 1Y | +13.9% | -74.1% | +88.0% | +14.9% |
| All | +13.9% | -73.6% | +87.5% | +14.9% |
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