+15.0%
PFGC vs SBAC
-2.9%
+17.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.3% |
| 7D | +1.5% | -2.8% | +4.3% | +2.0% |
| 30D | +17.4% | +3.1% | +14.3% | +16.9% |
| 3M | -2.4% | +5.1% | -7.6% | -3.1% |
| 6M | +18.2% | -11.4% | +29.6% | +20.2% |
| YTD | +23.7% | +0.2% | +23.5% | +28.5% |
| 1Y | +15.0% | -3.9% | +18.9% | +21.6% |
| All | +15.0% | -2.9% | +17.9% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling