+13.4%
PFGC vs ZYBT
-42.3%
+55.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +2.2% | +11.3% | +13.5% |
| 7D | +13.9% | -3.5% | +17.4% | +13.8% |
| 30D | +18.4% | +15.1% | +3.2% | +18.4% |
| 3M | -2.5% | +7.0% | -9.6% | -2.4% |
| 6M | +26.0% | +37.7% | -11.7% | +29.2% |
| YTD | +21.9% | +19.1% | +2.7% | +25.1% |
| 1Y | +13.4% | -38.3% | +51.7% | +15.2% |
| All | +13.4% | -42.3% | +55.7% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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