+14.9%
BND vs PFG
+247.4%
-232.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.5% | -0.6% |
| 7D | -0.9% | -3.0% | +2.1% | -0.9% |
| 30D | -1.0% | +2.5% | -3.4% | -1.0% |
| 3M | -1.2% | +6.1% | -7.3% | -1.3% |
| 6M | -2.0% | +31.3% | -33.3% | -2.1% |
| YTD | -1.2% | +33.6% | -34.7% | -1.3% |
| 1Y | -0.5% | +48.5% | -49.0% | -0.6% |
| 3Y | +12.4% | +69.6% | -57.2% | +12.1% |
| 5Y | -2.5% | +111.5% | -113.9% | -2.7% |
| All | +14.9% | +247.4% | -232.5% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling