+484.2%
PFGC vs IBN
+388.5%
+95.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.1% |
| 7D | +15.0% | +15.8% | -0.8% | +9.2% |
| 30D | +17.0% | +25.1% | -8.1% | +8.0% |
| 3M | -2.5% | +16.0% | -18.4% | -7.5% |
| 6M | +19.2% | +32.8% | -13.6% | +7.6% |
| YTD | +23.4% | +18.0% | +5.4% | +15.9% |
| 1Y | +13.9% | +15.9% | -2.0% | +7.5% |
| 3Y | +82.0% | +57.6% | +24.3% | +51.7% |
| 5Y | +128.7% | +74.7% | +54.0% | +82.6% |
| 10Y | +361.5% | +373.9% | -12.4% | +197.8% |
| All | +484.2% | +388.5% | +95.7% | +295.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling