-63.1%
ADBE vs PFG
+99.5%
-162.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.9% |
| 7D | -4.4% | -2.2% | -2.1% | -3.5% |
| 30D | -0.2% | +6.4% | -6.6% | -3.2% |
| 3M | -9.9% | +2.2% | -12.1% | -11.1% |
| 6M | -3.5% | +16.3% | -19.7% | -10.4% |
| YTD | -32.1% | +33.2% | -65.4% | -41.0% |
| 1Y | -28.7% | +40.6% | -69.3% | -39.6% |
| 3Y | -60.2% | +83.3% | -143.6% | -71.2% |
| 5Y | -63.1% | +97.7% | -160.8% | -75.2% |
| All | -63.1% | +99.5% | -162.6% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling