-54.1%
ADBE vs PFG
+71.3%
-125.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -2.9% |
| 7D | -10.1% | +6.0% | -16.1% | -12.1% |
| 30D | -3.0% | +2.2% | -5.2% | -3.8% |
| 3M | +5.0% | +10.4% | -5.4% | +1.1% |
| 6M | -9.3% | +27.8% | -37.1% | -17.5% |
| YTD | -26.5% | +33.6% | -60.1% | -34.4% |
| 1Y | -28.3% | +49.3% | -77.6% | -38.6% |
| 3Y | -54.1% | +69.7% | -123.8% | -62.1% |
| All | -54.1% | +71.3% | -125.4% | -62.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling