+298.1%
PFGC vs BUD
-24.2%
+322.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | +0.3% |
| 7D | -3.7% | -1.3% | -2.4% | -2.8% |
| 30D | -16.0% | -6.1% | -9.8% | -12.3% |
| 3M | -4.1% | -3.8% | -0.4% | -2.0% |
| 6M | +8.7% | +8.2% | +0.5% | +1.7% |
| YTD | +6.4% | +23.6% | -17.2% | -9.5% |
| 1Y | -8.4% | +33.4% | -41.8% | -26.5% |
| 3Y | +61.8% | +45.3% | +16.4% | +15.0% |
| 5Y | +108.7% | +44.3% | +64.4% | +44.1% |
| 10Y | +298.1% | -22.8% | +320.9% | +191.3% |
| All | +298.1% | -24.2% | +322.3% | +191.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BUD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling