+373.9%
ZBRA vs PFGC
+419.1%
-45.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +1.8% | -2.2% | +4.0% | +2.3% |
| 30D | -1.7% | -11.9% | +10.2% | +1.4% |
| 3M | +47.8% | +5.0% | +42.8% | +45.5% |
| 6M | +56.7% | +8.6% | +48.1% | +52.8% |
| YTD | +49.4% | +9.7% | +39.7% | +44.8% |
| 1Y | +16.5% | -6.3% | +22.8% | +17.5% |
| 3Y | +31.5% | +58.2% | -26.8% | +16.8% |
| 5Y | -38.6% | +110.4% | -149.0% | -49.4% |
| 10Y | +421.0% | +272.8% | +148.2% | +286.8% |
| All | +373.9% | +419.1% | -45.2% | +232.7% |
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 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