+137.4%
PFGC vs HRB
+140.6%
-3.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.4% |
| 7D | +3.4% | -5.1% | +8.5% | +4.4% |
| 30D | +16.9% | +8.7% | +8.3% | +15.2% |
| 3M | +6.4% | -5.4% | +11.8% | +7.3% |
| 6M | +16.0% | +41.6% | -25.6% | +7.5% |
| YTD | +23.6% | +18.7% | +5.0% | +19.8% |
| 1Y | +16.6% | +16.4% | +0.2% | +13.5% |
| 3Y | +82.3% | +22.0% | +60.3% | +68.6% |
| All | +137.4% | +140.6% | -3.2% | +83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling