+30.1%
PFGC vs AHR
+360.2%
-330.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.9% | -1.4% |
| 7D | -4.8% | -3.0% | -1.8% | -4.3% |
| 30D | -17.2% | +2.6% | -19.8% | -17.6% |
| 3M | -6.3% | +16.0% | -22.4% | -8.8% |
| 6M | +8.8% | +3.1% | +5.8% | +8.0% |
| YTD | +4.9% | +16.0% | -11.1% | +1.8% |
| 1Y | -9.5% | +28.0% | -37.5% | -14.0% |
| All | +30.1% | +360.2% | -330.0% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling