+128.7%
PFGC vs BB
-16.9%
+145.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | +15.0% | +11.6% | +3.4% | +13.5% |
| 30D | +17.0% | +2.6% | +14.4% | +16.2% |
| 3M | -2.5% | +3.5% | -6.0% | -3.6% |
| 6M | +19.2% | +43.5% | -24.3% | +10.5% |
| YTD | +23.4% | +141.2% | -117.7% | +5.1% |
| 1Y | +13.9% | +97.4% | -83.6% | -0.3% |
| 3Y | +82.0% | +151.1% | -69.1% | +45.0% |
| 5Y | +128.7% | -12.8% | +141.5% | +145.7% |
| All | +128.7% | -16.9% | +145.6% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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