+285.5%
PFGC vs MDY
+177.2%
+108.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.4% |
| 7D | -4.8% | -1.9% | -2.9% | -2.5% |
| 30D | -12.5% | -4.6% | -7.9% | -7.3% |
| 3M | -9.7% | -1.2% | -8.5% | -8.8% |
| 6M | +7.0% | +9.2% | -2.2% | -5.1% |
| YTD | +4.5% | +13.1% | -8.6% | -11.7% |
| 1Y | -11.6% | +13.0% | -24.6% | -25.6% |
| 3Y | +58.5% | +49.2% | +9.3% | -10.9% |
| 5Y | +112.6% | +47.2% | +65.3% | +20.7% |
| All | +285.5% | +177.2% | +108.3% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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