+1,427.4%
ADBE vs PFG
+996.3%
+431.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | -4.4% | -2.2% | -2.1% | -3.7% |
| 30D | -0.2% | +6.4% | -6.6% | -2.4% |
| 3M | -9.9% | +2.2% | -12.1% | -10.7% |
| 6M | -3.5% | +16.3% | -19.7% | -8.4% |
| YTD | -32.1% | +33.2% | -65.4% | -38.6% |
| 1Y | -28.7% | +40.6% | -69.3% | -36.6% |
| 3Y | -60.2% | +83.3% | -143.6% | -68.0% |
| 5Y | -63.1% | +97.7% | -160.8% | -71.2% |
| 10Y | +129.2% | +189.9% | -60.7% | +44.8% |
| All | +1,427.4% | +996.3% | +431.1% | +379.4% |
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