+1,251.0%
BE vs PFG
+110.7%
+1,140.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.4% | +11.0% | +10.8% |
| 7D | +29.8% | +6.0% | +23.8% | +23.5% |
| 30D | +26.4% | +2.2% | +24.2% | +23.9% |
| 3M | +9.3% | +10.4% | -1.0% | -1.2% |
| 6M | +105.1% | +27.8% | +77.3% | +62.0% |
| YTD | +219.0% | +33.6% | +185.4% | +139.3% |
| 1Y | +418.8% | +49.3% | +369.5% | +249.3% |
| 3Y | +1,784.6% | +69.7% | +1,714.8% | +996.8% |
| 5Y | +1,251.0% | +111.3% | +1,139.6% | +542.0% |
| All | +1,251.0% | +110.7% | +1,140.3% | +542.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling