+88.5%
ACN vs PFG
+239.8%
-151.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -6.3% | +3.2% | -9.5% | -7.6% |
| 30D | -1.4% | +0.9% | -2.3% | -1.8% |
| 3M | +2.6% | +7.7% | -5.2% | -0.7% |
| 6M | -14.3% | +29.0% | -43.3% | -23.2% |
| YTD | -33.1% | +32.5% | -65.6% | -40.7% |
| 1Y | -28.8% | +47.3% | -76.1% | -39.7% |
| 3Y | -43.0% | +68.2% | -111.2% | -55.0% |
| 5Y | -44.0% | +108.5% | -152.5% | -60.0% |
| 10Y | +88.5% | +241.4% | -152.8% | +4.4% |
| All | +88.5% | +239.8% | -151.2% | +4.4% |
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