+469.2%
PODD vs PFGC
+419.1%
+50.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -1.9% |
| 7D | +1.6% | -2.2% | +3.8% | +2.1% |
| 30D | +10.7% | -11.9% | +22.6% | +13.7% |
| 3M | +0.7% | +5.0% | -4.3% | -0.4% |
| 6M | -39.3% | +8.6% | -47.9% | -40.6% |
| YTD | -48.1% | +9.7% | -57.8% | -49.7% |
| 1Y | -57.4% | -6.3% | -51.1% | -57.3% |
| 3Y | -23.3% | +58.2% | -81.5% | -32.0% |
| 5Y | -51.3% | +110.4% | -161.7% | -59.8% |
| 10Y | +242.0% | +272.8% | -30.7% | +126.2% |
| All | +469.2% | +419.1% | +50.1% | +241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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