+6.5%
ABNB vs PFG
+110.7%
-104.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.7% | -3.1% |
| 7D | -4.4% | +6.0% | -10.4% | -8.4% |
| 30D | -2.0% | +2.2% | -4.2% | -3.7% |
| 3M | +29.8% | +10.4% | +19.5% | +20.0% |
| 6M | +31.0% | +27.8% | +3.2% | +8.7% |
| YTD | +28.6% | +33.6% | -5.0% | +3.1% |
| 1Y | +40.1% | +49.3% | -9.2% | +3.0% |
| 3Y | +19.7% | +69.7% | -50.0% | -22.2% |
| 5Y | +6.5% | +111.3% | -104.9% | -41.8% |
| All | +6.5% | +110.7% | -104.2% | -41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling