+287.2%
PFGC vs HRB
+207.5%
+79.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.1% |
| 7D | -4.8% | -12.2% | +7.3% | -0.3% |
| 30D | -17.2% | -3.0% | -14.2% | -17.3% |
| 3M | -6.3% | +21.7% | -28.1% | -14.6% |
| 6M | +8.8% | +52.3% | -43.5% | -11.0% |
| YTD | +4.9% | +6.5% | -1.6% | -1.4% |
| 1Y | -9.5% | -6.7% | -2.8% | -10.3% |
| 3Y | +59.6% | +25.1% | +34.5% | +32.5% |
| 5Y | +113.5% | +113.8% | -0.3% | +31.4% |
| All | +287.2% | +207.5% | +79.7% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling