+394.4%
PFGC vs BRKR
+237.4%
+157.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | -4.8% | -8.7% | +3.9% | -2.1% |
| 30D | -12.5% | -9.9% | -2.7% | -10.0% |
| 3M | -9.7% | -3.1% | -6.6% | -11.0% |
| 6M | +7.0% | +45.5% | -38.5% | -9.1% |
| YTD | +4.5% | +13.7% | -9.2% | -4.9% |
| 1Y | -11.6% | +67.4% | -79.0% | -30.8% |
| 3Y | +58.5% | -13.2% | +71.7% | +45.9% |
| 5Y | +112.6% | -39.5% | +152.1% | +121.0% |
| 10Y | +291.1% | +153.5% | +137.6% | +141.7% |
| All | +394.4% | +237.4% | +157.0% | +184.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 all: compounded portfolio wealth divided by compounded BRKR 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…
all analysis · Full analysis span regression · 6 months rolling