+153.7%
ACN vs PFG
+195.4%
-41.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +1.6% | +3.0% | -1.4% | +0.2% |
| 30D | +24.6% | +8.2% | +16.5% | +20.3% |
| 3M | +46.2% | +2.7% | +43.5% | +44.1% |
| 6M | +46.2% | +17.2% | +29.0% | +36.2% |
| YTD | -0.9% | +34.8% | -35.6% | -13.0% |
| 1Y | +8.8% | +43.6% | -34.8% | -7.1% |
| 3Y | -14.3% | +85.4% | -99.7% | -35.2% |
| 5Y | -22.6% | +102.2% | -124.8% | -44.2% |
| 10Y | +153.7% | +190.2% | -36.5% | +44.3% |
| All | +153.7% | +195.4% | -41.7% | +44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling