+52.6%
BHP vs PFG
+82.7%
-30.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.5% |
| 7D | -0.5% | +2.4% | -2.9% | -1.4% |
| 30D | -4.5% | +5.9% | -10.4% | -6.6% |
| 3M | -6.9% | -0.4% | -6.4% | -7.1% |
| 6M | -10.6% | +14.8% | -25.4% | -16.5% |
| YTD | +37.2% | +31.9% | +5.3% | +20.1% |
| 1Y | +48.0% | +38.8% | +9.2% | +26.8% |
| 3Y | +52.6% | +82.4% | -29.8% | +11.4% |
| All | +52.6% | +82.7% | -30.1% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling