+131.1%
FITB vs PFG
+71.3%
+59.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.7% | +0.4% |
| 7D | +2.8% | +6.0% | -3.2% | -1.9% |
| 30D | -4.5% | +2.2% | -6.7% | -6.3% |
| 3M | +5.7% | +10.4% | -4.7% | -2.8% |
| 6M | +17.1% | +27.8% | -10.7% | -4.2% |
| YTD | +18.3% | +33.6% | -15.3% | -6.8% |
| 1Y | +23.9% | +49.3% | -25.4% | -11.1% |
| 3Y | +131.1% | +69.7% | +61.4% | +37.0% |
| All | +131.1% | +71.3% | +59.8% | +37.0% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling