+370.6%
PFGC vs AMBA
+12.8%
+357.8%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.3% | -1.3% | +3.0% |
| 7D | +10.8% | 0.0% | +10.9% | +10.6% |
| 30D | +17.8% | -8.6% | +26.4% | +19.4% |
| 3M | -2.7% | -29.0% | +26.2% | +3.0% |
| 6M | +20.0% | -19.2% | +39.2% | +19.1% |
| YTD | +24.3% | -13.0% | +37.3% | +19.8% |
| 1Y | +13.2% | -31.3% | +44.5% | +14.0% |
| 3Y | +85.9% | +28.1% | +57.8% | +48.5% |
| 5Y | +141.0% | -69.4% | +210.5% | +151.4% |
| 10Y | +370.6% | +7.6% | +363.0% | +187.7% |
| All | +370.6% | +12.8% | +357.8% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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