-28.8%
ACN vs PFG
+47.8%
-76.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | -6.3% | +3.2% | -9.5% | -8.0% |
| 30D | -1.4% | +0.9% | -2.3% | -1.9% |
| 3M | +2.6% | +7.7% | -5.2% | -2.1% |
| 6M | -14.3% | +29.0% | -43.3% | -26.4% |
| YTD | -33.1% | +32.5% | -65.6% | -43.0% |
| 1Y | -28.8% | +47.3% | -76.1% | -41.9% |
| All | -28.8% | +47.8% | -76.6% | -41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling