+25.8%
C vs PFG
+41.5%
-15.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.2% |
| 7D | -0.4% | -2.2% | +1.8% | +0.8% |
| 30D | -5.3% | +6.4% | -11.7% | -8.4% |
| 3M | -8.0% | +2.2% | -10.3% | -9.3% |
| 6M | -0.3% | +16.3% | -16.5% | -10.0% |
| YTD | +8.6% | +33.2% | -24.6% | -10.1% |
| 1Y | +25.8% | +40.6% | -14.8% | 0.0% |
| All | +25.8% | +41.5% | -15.7% | 0.0% |
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