+136.3%
PFGC vs BBIO
+136.7%
-0.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | -4.8% | -3.2% | -1.5% | -4.3% |
| 30D | -12.5% | -13.6% | +1.1% | -10.4% |
| 3M | -9.7% | +7.2% | -17.0% | -11.1% |
| 6M | +7.0% | +1.5% | +5.5% | +6.0% |
| YTD | +4.5% | -5.3% | +9.8% | +4.1% |
| 1Y | -11.6% | +37.7% | -49.3% | -17.9% |
| 3Y | +58.5% | +153.9% | -95.4% | +26.1% |
| 5Y | +112.6% | +43.9% | +68.7% | +42.9% |
| All | +136.3% | +136.7% | -0.4% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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