+484.2%
PFGC vs BUD
+1.9%
+482.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.5% |
| 7D | +15.0% | +6.0% | +9.0% | +10.7% |
| 30D | +17.0% | +11.3% | +5.7% | +8.8% |
| 3M | -2.5% | +3.6% | -6.0% | -5.0% |
| 6M | +19.2% | +7.7% | +11.5% | +12.4% |
| YTD | +23.4% | +36.4% | -12.9% | -1.7% |
| 1Y | +13.9% | +37.8% | -24.0% | -10.2% |
| 3Y | +82.0% | +51.2% | +30.8% | +27.6% |
| 5Y | +128.7% | +53.4% | +75.3% | +54.4% |
| 10Y | +361.5% | -3.2% | +364.7% | +223.7% |
| All | +484.2% | +1.9% | +482.3% | +283.2% |
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