+409.4%
PFGC vs UUUU
+405.9%
+3.5%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | -2.4% | +2.8% | -5.2% | -2.7% |
| 30D | -15.8% | +3.4% | -19.2% | -16.2% |
| 3M | -0.6% | -3.9% | +3.3% | -0.9% |
| 6M | +10.7% | -23.2% | +33.8% | +12.2% |
| YTD | +7.6% | +0.6% | +7.1% | +4.3% |
| 1Y | -7.8% | +22.9% | -30.7% | -14.7% |
| 3Y | +63.7% | +98.6% | -34.9% | +34.8% |
| 5Y | +112.3% | +130.2% | -18.0% | +62.1% |
| 10Y | +286.7% | +519.5% | -232.8% | +121.3% |
| All | +409.4% | +405.9% | +3.5% | +206.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling