+117,847.9%
AAPL vs PFG
+1,015.3%
+116,832.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.1% |
| 7D | +0.1% | +5.5% | -5.4% | -1.5% |
| 30D | +3.0% | +2.4% | +0.6% | +2.2% |
| 3M | +2.9% | +13.6% | -10.7% | -1.0% |
| 6M | +22.1% | +27.9% | -5.8% | +13.4% |
| YTD | +18.0% | +35.6% | -17.5% | +7.7% |
| 1Y | +33.9% | +48.5% | -14.5% | +18.9% |
| 3Y | +71.2% | +66.9% | +4.3% | +46.0% |
| 5Y | +112.6% | +111.0% | +1.7% | +68.8% |
| 10Y | +1,198.8% | +244.5% | +954.3% | +751.2% |
| All | +117,847.9% | +1,015.3% | +116,832.6% | +45,345.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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