+49.0%
REGN vs PFGC
+12.5%
+36.5%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +13.5% | -17.9% | -5.8% |
| 7D | +14.4% | +13.9% | +0.6% | +12.7% |
| 30D | +28.1% | +18.4% | +9.8% | +25.5% |
| 3M | +22.5% | -2.5% | +25.0% | +23.3% |
| 6M | +31.6% | +26.0% | +5.5% | +27.3% |
| YTD | +21.0% | +21.9% | -0.8% | +17.1% |
| 1Y | +49.0% | +13.4% | +35.6% | +50.1% |
| All | +49.0% | +12.5% | +36.5% | +50.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling