+1,462.6%
ADBE vs PFG
+985.4%
+477.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.7% |
| 7D | +1.6% | +2.4% | -0.8% | +0.7% |
| 30D | +1.0% | +5.9% | -4.9% | -1.0% |
| 3M | -10.1% | -0.4% | -9.7% | -10.2% |
| 6M | +3.0% | +14.8% | -11.9% | -1.9% |
| YTD | -30.5% | +31.9% | -62.5% | -36.9% |
| 1Y | -27.1% | +38.8% | -65.9% | -35.0% |
| 3Y | -58.8% | +82.4% | -141.2% | -66.9% |
| 5Y | -63.0% | +94.7% | -157.7% | -71.1% |
| 10Y | +134.5% | +187.0% | -52.5% | +48.7% |
| All | +1,462.6% | +985.4% | +477.3% | +392.1% |
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 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