+363.2%
PFGC vs AEE
+222.5%
+140.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.6% |
| 7D | +3.4% | +1.7% | +1.7% | +2.6% |
| 30D | +16.9% | +9.7% | +7.2% | +12.2% |
| 3M | +6.4% | +5.9% | +0.5% | +3.7% |
| 6M | +16.0% | +6.7% | +9.3% | +12.3% |
| YTD | +23.6% | +17.4% | +6.3% | +14.4% |
| 1Y | +16.6% | +12.7% | +3.9% | +9.9% |
| 3Y | +82.3% | +68.2% | +14.1% | +40.2% |
| 5Y | +138.7% | +57.3% | +81.4% | +86.9% |
| All | +363.2% | +222.5% | +140.7% | +212.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling