+53.5%
ALAB vs PFG
+37.6%
+15.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.5% | -3.1% | -2.7% |
| 7D | +16.3% | +2.4% | +13.9% | +15.9% |
| 30D | -26.1% | +5.9% | -32.0% | -25.5% |
| 3M | -31.3% | -0.4% | -30.8% | -31.3% |
| 6M | -1.0% | +14.8% | -15.9% | -5.2% |
| YTD | +33.3% | +31.9% | +1.4% | +20.6% |
| 1Y | +53.5% | +38.8% | +14.7% | +30.1% |
| All | +53.5% | +37.6% | +15.9% | +30.1% |
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 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