+339.7%
PFGC vs AMBA
-0.9%
+340.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.1% | -8.1% | -3.2% |
| 7D | +8.5% | -7.2% | +15.8% | +9.9% |
| 30D | +15.0% | -10.4% | +25.4% | +16.8% |
| 3M | -6.2% | -30.1% | +23.9% | -0.4% |
| 6M | +15.7% | -22.4% | +38.2% | +15.7% |
| YTD | +19.6% | -17.3% | +36.9% | +16.3% |
| 1Y | +13.2% | -35.4% | +48.6% | +15.4% |
| 3Y | +77.0% | +18.6% | +58.3% | +43.7% |
| 5Y | +121.5% | -69.8% | +191.3% | +130.4% |
| All | +339.7% | -0.9% | +340.5% | +171.5% |
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