+13.4%
PFGC vs UUUU
-55.1%
+68.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | -0.8% | +14.4% | +13.6% |
| 7D | +13.9% | -14.4% | +28.3% | +14.7% |
| 30D | +18.4% | -33.6% | +52.0% | +20.6% |
| 3M | -2.5% | -44.2% | +41.6% | +0.1% |
| 6M | +26.0% | -66.8% | +92.8% | +33.1% |
| YTD | +21.9% | -50.6% | +72.5% | +30.0% |
| 1Y | +13.4% | -57.8% | +71.2% | +21.1% |
| All | +13.4% | -55.1% | +68.5% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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