+59.3%
AMAT vs PFG
+44.5%
+14.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -2.5% | +3.0% | -5.4% | -2.4% |
| 30D | -26.5% | +8.2% | -34.7% | -26.1% |
| 3M | -28.6% | +2.7% | -31.3% | -28.5% |
| 6M | -14.2% | +17.2% | -31.5% | -16.9% |
| YTD | +45.5% | +34.8% | +10.7% | +33.7% |
| 1Y | +59.3% | +43.6% | +15.8% | +46.0% |
| All | +59.3% | +44.5% | +14.9% | +46.0% |
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