+33.7%
ALAB vs PFG
+48.9%
-15.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.4% | -5.5% | -6.8% |
| 7D | +3.2% | +6.0% | -2.8% | +2.7% |
| 30D | -13.6% | +2.2% | -15.8% | -13.8% |
| 3M | -16.6% | +10.4% | -27.0% | -18.0% |
| 6M | +142.3% | +27.8% | +114.5% | +124.0% |
| YTD | +73.6% | +33.6% | +40.0% | +60.3% |
| 1Y | +33.7% | +49.3% | -15.6% | +24.8% |
| All | +33.7% | +48.9% | -15.3% | +24.8% |
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