+131.5%
PFGC vs AMBA
-67.9%
+199.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | +15.0% | -2.6% | +17.7% | +15.3% |
| 30D | +17.0% | -10.5% | +27.5% | +18.4% |
| 3M | -2.5% | -26.4% | +24.0% | +1.1% |
| 6M | +19.2% | -20.9% | +40.1% | +19.0% |
| YTD | +23.4% | -14.8% | +38.2% | +20.5% |
| 1Y | +13.9% | -36.1% | +49.9% | +16.1% |
| 3Y | +82.0% | +20.2% | +61.8% | +54.0% |
| All | +131.5% | -67.9% | +199.4% | +120.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling