+12.1%
ACWI vs PFG
+43.7%
-31.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.0% | -1.4% | +1.7% |
| 7D | +0.3% | +2.3% | -2.0% | -0.1% |
| 30D | -2.8% | +7.6% | -10.4% | -4.2% |
| 3M | -3.2% | +2.5% | -5.7% | -3.8% |
| 6M | +1.3% | +16.6% | -15.3% | -3.5% |
| YTD | +11.2% | +34.1% | -22.8% | +1.0% |
| All | +12.1% | +43.7% | -31.6% | +0.3% |
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 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