+1,613.2%
ADBE vs PFG
+1,015.3%
+598.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.2% |
| 7D | -8.6% | +5.5% | -14.1% | -10.3% |
| 30D | +2.8% | +2.4% | +0.4% | +1.9% |
| 3M | +3.1% | +13.6% | -10.4% | -1.2% |
| 6M | -2.4% | +27.9% | -30.3% | -10.2% |
| YTD | -23.9% | +35.6% | -59.4% | -31.4% |
| 1Y | -22.6% | +48.5% | -71.1% | -32.5% |
| 3Y | -52.7% | +66.9% | -119.5% | -60.8% |
| 5Y | -60.0% | +111.0% | -171.0% | -69.5% |
| 10Y | +157.3% | +244.5% | -87.2% | +53.6% |
| All | +1,613.2% | +1,015.3% | +598.0% | +435.3% |
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