+419.1%
PFGC vs BUD
-4.8%
+423.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -2.2% | +0.3% | -2.5% | -2.4% |
| 30D | -11.9% | -5.7% | -6.3% | -8.5% |
| 3M | +5.0% | +3.1% | +1.9% | +2.3% |
| 6M | +8.6% | +7.9% | +0.7% | +1.9% |
| YTD | +9.7% | +27.3% | -17.6% | -8.3% |
| 1Y | -6.3% | +37.8% | -44.1% | -26.2% |
| 3Y | +58.2% | +49.8% | +8.4% | +11.0% |
| 5Y | +110.4% | +43.8% | +66.6% | +47.8% |
| 10Y | +272.8% | -22.6% | +295.4% | +194.2% |
| All | +419.1% | -4.8% | +423.9% | +257.5% |
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