+41.8%
BEN vs PFG
+110.7%
-68.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.8% |
| 7D | +4.7% | +6.0% | -1.3% | 0.0% |
| 30D | +2.6% | +2.2% | +0.4% | +0.6% |
| 3M | +11.5% | +10.4% | +1.1% | +3.1% |
| 6M | +35.3% | +27.8% | +7.5% | +12.6% |
| YTD | +48.6% | +33.6% | +15.0% | +19.4% |
| 1Y | +46.7% | +49.3% | -2.6% | +8.1% |
| 3Y | +57.0% | +69.7% | -12.7% | +2.9% |
| 5Y | +41.8% | +111.3% | -69.5% | -25.5% |
| All | +41.8% | +110.7% | -68.9% | -25.5% |
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