+16.6%
PFGC vs SBAC
-2.9%
+19.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | +3.4% | +0.6% | +2.8% | +3.3% |
| 30D | +16.9% | +5.5% | +11.4% | +16.1% |
| 3M | +6.4% | +3.1% | +3.3% | +5.9% |
| 6M | +16.0% | -7.0% | +23.0% | +16.9% |
| YTD | +23.6% | +0.5% | +23.1% | +28.9% |
| 1Y | +16.6% | +0.2% | +16.4% | +21.6% |
| All | +16.6% | -2.9% | +19.5% | +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