+85.9%
PFGC vs FHN
+129.2%
-43.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.1% | +1.8% | +3.2% |
| 7D | +10.8% | -0.5% | +11.3% | +11.1% |
| 30D | +17.8% | +1.9% | +15.9% | +17.1% |
| 3M | -2.7% | -6.9% | +4.2% | -0.4% |
| 6M | +20.0% | -3.1% | +23.1% | +21.0% |
| YTD | +24.3% | +0.6% | +23.7% | +23.3% |
| 1Y | +13.2% | +12.4% | +0.8% | +7.8% |
| 3Y | +85.9% | +133.7% | -47.8% | +43.2% |
| All | +85.9% | +129.2% | -43.3% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 3y: compounded portfolio wealth divided by compounded FHN 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…
3y analysis · Full analysis span regression · 6 months rolling