+5.6%
SYY vs PFGC
-10.1%
+15.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | +3.9% | -4.8% | +8.7% | +5.9% |
| 30D | -1.7% | -12.5% | +10.8% | +3.5% |
| 3M | +5.2% | -9.7% | +14.9% | +9.2% |
| 6M | -0.2% | +7.0% | -7.2% | -3.3% |
| YTD | +15.4% | +4.5% | +10.9% | +12.1% |
| 1Y | +5.6% | -11.6% | +17.2% | +10.7% |
| All | +5.6% | -10.1% | +15.7% | +10.7% |
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