+409.4%
PFGC vs BNS
+265.1%
+144.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.0% |
| 7D | -2.4% | +1.8% | -4.2% | -4.0% |
| 30D | -15.8% | +4.5% | -20.3% | -19.4% |
| 3M | -0.6% | +15.8% | -16.4% | -13.5% |
| 6M | +10.7% | +31.5% | -20.8% | -14.3% |
| YTD | +7.6% | +28.6% | -21.0% | -15.2% |
| 1Y | -7.8% | +48.2% | -56.0% | -36.3% |
| 3Y | +63.7% | +130.8% | -67.1% | -27.2% |
| 5Y | +112.3% | +94.9% | +17.4% | +9.0% |
| 10Y | +286.7% | +179.6% | +107.1% | +47.4% |
| All | +409.4% | +265.1% | +144.3% | +98.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling