+419.1%
PFGC vs MDY
+219.0%
+200.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.7% | -0.7% |
| 7D | -2.2% | +0.1% | -2.3% | -2.4% |
| 30D | -11.9% | -1.5% | -10.4% | -10.5% |
| 3M | +5.0% | +0.8% | +4.2% | +3.4% |
| 6M | +8.6% | +7.4% | +1.2% | -1.4% |
| YTD | +9.7% | +15.2% | -5.5% | -9.0% |
| 1Y | -6.3% | +16.5% | -22.8% | -23.7% |
| 3Y | +58.2% | +46.8% | +11.4% | -7.1% |
| 5Y | +110.4% | +46.0% | +64.4% | +24.0% |
| 10Y | +272.8% | +172.1% | +100.7% | +12.6% |
| All | +419.1% | +219.0% | +200.1% | +39.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling