+1,447.3%
ACN vs PFG
+1,015.3%
+432.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.9% |
| 7D | -1.5% | +5.5% | -7.1% | -3.0% |
| 30D | +9.4% | +2.4% | +7.0% | +8.6% |
| 3M | +5.6% | +13.6% | -7.9% | +2.0% |
| 6M | -9.3% | +27.9% | -37.1% | -15.1% |
| YTD | -29.0% | +35.6% | -64.5% | -34.6% |
| 1Y | -24.7% | +48.5% | -73.1% | -32.3% |
| 3Y | -39.8% | +66.9% | -106.7% | -48.0% |
| 5Y | -40.9% | +111.0% | -151.9% | -52.1% |
| 10Y | +91.1% | +244.5% | -153.4% | +31.3% |
| All | +1,447.3% | +1,015.3% | +432.1% | +567.3% |
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 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