+13.4%
PFGC vs AHR
+26.3%
-12.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.6% | +10.9% | +13.0% |
| 7D | +13.9% | +9.5% | +4.4% | +11.9% |
| 30D | +18.4% | +11.7% | +6.7% | +16.0% |
| 3M | -2.5% | +4.0% | -6.5% | -3.4% |
| 6M | +26.0% | +13.5% | +12.5% | +22.7% |
| YTD | +21.9% | +21.6% | +0.3% | +18.0% |
| 1Y | +13.4% | +25.1% | -11.7% | +9.3% |
| All | +13.4% | +26.3% | -12.9% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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