+24.5%
ALAB vs PFG
+46.8%
-22.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.1% | -8.6% | -4.0% |
| 7D | -24.9% | +4.9% | -29.8% | -24.4% |
| 30D | -38.4% | +5.7% | -44.0% | -37.9% |
| 3M | -38.3% | +2.6% | -40.8% | -38.3% |
| 6M | +10.9% | +19.8% | -8.9% | +6.8% |
| YTD | +34.2% | +36.3% | -2.1% | +24.1% |
| 1Y | +24.5% | +47.9% | -23.4% | +12.0% |
| All | +24.5% | +46.8% | -22.3% | +12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling