+57.8%
BIIB vs PFG
+51.4%
+6.4%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | +1.1% | +5.5% | -4.5% | -0.4% |
| 30D | +6.9% | +2.4% | +4.5% | +6.1% |
| 3M | +12.4% | +13.6% | -1.2% | +8.3% |
| 6M | +16.3% | +27.9% | -11.6% | +7.2% |
| YTD | +25.5% | +35.6% | -10.1% | +13.4% |
| 1Y | +57.8% | +48.5% | +9.3% | +37.8% |
| All | +57.8% | +51.4% | +6.4% | +37.8% |
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