+55.3%
B vs PFG
+48.9%
+6.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | 0.0% | -1.0% |
| 7D | +2.3% | +6.0% | -3.7% | +0.6% |
| 30D | +1.4% | +2.2% | -0.9% | +0.6% |
| 3M | +12.2% | +10.4% | +1.8% | +8.4% |
| 6M | -2.1% | +27.8% | -29.9% | -10.4% |
| YTD | +2.9% | +33.6% | -30.7% | -6.4% |
| 1Y | +55.3% | +49.3% | +6.0% | +40.6% |
| All | +55.3% | +48.9% | +6.4% | +40.6% |
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