+13.4%
PFGC vs BNS
+52.0%
-38.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +3.0% | +10.6% | +12.5% |
| 7D | +13.9% | +2.0% | +11.9% | +13.0% |
| 30D | +18.4% | +7.8% | +10.6% | +15.8% |
| 3M | -2.5% | +11.7% | -14.2% | -5.6% |
| 6M | +26.0% | +28.2% | -2.2% | +14.4% |
| YTD | +21.9% | +34.8% | -12.9% | +7.4% |
| 1Y | +13.4% | +51.1% | -37.7% | -5.3% |
| All | +13.4% | +52.0% | -38.6% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 1y: compounded portfolio wealth divided by compounded BNS 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…
1y analysis · Full analysis span regression · 6 months rolling