+576.7%
BEN vs PFG
+1,015.3%
-438.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.1% | +4.3% |
| 7D | +0.2% | +5.5% | -5.3% | -2.7% |
| 30D | -0.5% | +2.4% | -2.9% | -2.0% |
| 3M | +9.7% | +13.6% | -3.9% | +2.3% |
| 6M | +33.9% | +27.9% | +6.0% | +17.7% |
| YTD | +49.0% | +35.6% | +13.4% | +26.9% |
| 1Y | +42.1% | +48.5% | -6.3% | +15.3% |
| 3Y | +51.9% | +66.9% | -15.0% | +15.6% |
| 5Y | +39.0% | +111.0% | -71.9% | -6.0% |
| 10Y | +57.9% | +244.5% | -186.6% | -19.0% |
| All | +576.7% | +1,015.3% | -438.5% | +72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling