+29.6%
PFGC vs AHR
+356.1%
-326.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | -4.8% | -2.1% | -2.7% | -4.4% |
| 30D | -12.5% | +1.9% | -14.4% | -12.9% |
| 3M | -9.7% | +15.7% | -25.4% | -12.1% |
| 6M | +7.0% | +2.5% | +4.5% | +6.3% |
| YTD | +4.5% | +15.0% | -10.5% | +1.5% |
| 1Y | -11.6% | +28.1% | -39.7% | -16.0% |
| All | +29.6% | +356.1% | -326.5% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling