+287.2%
PFGC vs IBN
+316.4%
-29.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.1% |
| 7D | -4.8% | -5.5% | +0.6% | -2.7% |
| 30D | -17.2% | -3.4% | -13.8% | -16.1% |
| 3M | -6.3% | +8.7% | -15.0% | -9.4% |
| 6M | +8.8% | +3.7% | +5.1% | +7.1% |
| YTD | +4.9% | -2.4% | +7.3% | +5.4% |
| 1Y | -9.5% | -8.1% | -1.4% | -7.1% |
| 3Y | +59.6% | +26.3% | +33.3% | +42.1% |
| 5Y | +113.5% | +54.9% | +58.6% | +73.3% |
| All | +287.2% | +316.4% | -29.3% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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