+107.2%
PFGC vs SNY
+9.4%
+97.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | -4.8% | -3.3% | -1.4% | -4.1% |
| 30D | -12.5% | -2.2% | -10.4% | -12.2% |
| 3M | -9.7% | -3.0% | -6.7% | -9.2% |
| 6M | +7.0% | +2.7% | +4.3% | +6.3% |
| YTD | +4.5% | -6.8% | +11.3% | +5.6% |
| 1Y | -11.6% | -5.3% | -6.3% | -11.2% |
| 3Y | +58.5% | -9.8% | +68.3% | +57.9% |
| All | +107.2% | +9.4% | +97.8% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 5y: compounded portfolio wealth divided by compounded SNY 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…
5y analysis · Full analysis span regression · 6 months rolling