+15.6%
EMR vs PFG
+47.8%
-32.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.7% |
| 7D | +0.9% | +3.2% | -2.3% | -1.1% |
| 30D | -5.0% | +0.9% | -5.9% | -5.6% |
| 3M | +5.9% | +7.7% | -1.8% | +0.3% |
| 6M | +7.3% | +29.0% | -21.6% | -11.4% |
| YTD | +14.6% | +32.5% | -17.9% | -7.3% |
| 1Y | +15.6% | +47.3% | -31.7% | -14.0% |
| All | +15.6% | +47.8% | -32.2% | -14.0% |
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