+488.3%
PFGC vs BUD
+0.8%
+487.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.3% | +2.6% | +3.1% |
| 7D | +10.8% | +1.3% | +9.5% | +10.1% |
| 30D | +17.8% | +10.0% | +7.8% | +10.4% |
| 3M | -2.7% | +1.6% | -4.3% | -4.0% |
| 6M | +20.0% | +6.5% | +13.5% | +14.1% |
| YTD | +24.3% | +34.8% | -10.5% | -0.2% |
| 1Y | +13.2% | +36.5% | -23.3% | -10.1% |
| 3Y | +85.9% | +49.0% | +37.0% | +31.8% |
| 5Y | +141.0% | +51.7% | +89.3% | +64.1% |
| 10Y | +370.6% | -7.5% | +378.2% | +237.8% |
| All | +488.3% | +0.8% | +487.5% | +288.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling